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SuiteDash

With SuiteDash modules in Make, you can manage the contacts and companies in your SuiteDash account.

To use the SuiteDash modules, you must have a SuiteDash paid account. For subscription information, refer to the SuiteDash Pricing page.

Refer to the SuiteDash API documentation for a list of available endpoints.

Connect SuiteDash to Make

To establish the connection, you must:

Obtain your Public ID and Secret Key in SuiteDash

To obtain your API key from your SuiteDash account:

  1. Log in to your SuiteDash account.

  2. Go to Integrations > the Secure API tab.

  3. Copy the Public ID value shown and store it in a safe place.

  4. Click + Add Secret Key.

  5. In the Name field, enter the name for the Secret Key.

  6. Click Save.

  7. Copy the Secret Key value shown and store it in a safe place.

You will use this value in the Public ID and Secret Key fields in Make.

Establish the connection with SuiteDash in Make

To establish the connection in Make:

  1. Log in to your Make account, add a SuiteDash module to your scenario, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. In the Public ID field, enter the Public ID copied above.

  4. In the Secret Key field, enter the Secret Key copied above.

  5. Click Save.

You have successfully established the connection. You can now edit your scenario and add more SuiteDash modules.

Build SuiteDash Scenarios

After connecting the app, you can perform the following actions:

Contacts

Retrieves a list of contacts.

Connection

Establish a connection to your SuiteDash account.

Limit

Enter the maximum number of results to be worked with during one execution cycle.

Creates a new contact.

Connection

Establish a connection to your SuiteDash account.

First Name

Enter the first name of a new contact.

Last Name

Enter the last name of a new contact.

Primary Email

Enter the main email address of a new contact.

Role

Select or map the role.

Name Prefix

Enter the name prefix.

Home Email

Enter the home email of a new contact.

Work Email

Enter the work email of a new contact.

Send welcome email

Select or map whether you want to send a welcome email to a new contact.

Primary Phone

Enter a main phone number of a new contact.

Home Phone

Enter a home phone number of a new contact.

Work Phone

Enter a work phone number of a new contact.

Shop Phone

Enter a shop phone number of a new contact.

Title

Enter the title of a new contact.

Tags

Add or map a tag.

Website

Enter a webpage address of a new contact.

Background Info

Enter background information about a new contact.

Notes

Enter or map a note.

Company

Enter the name of a company that you want to add a new contact to.

If you select Yes in the Create company if not exists field, Make will also create a new company in your SuiteDash account with a new contact added to the company.

Add to communities

Specify or map a community where you want to add a new contact to.

Address

Enter an address of a new contact.

Circles

Specify or map a circle where you want to add a new contact to.

Custom fields

Add a custom field for a new contact.

Retrieves an existing contact by its ID.

Connection

Establish a connection to your SuiteDash account.

Contact ID

Enter the ID of the contact you want to get.

Updates an existing contact by its ID.

Connection

Establish a connection to your SuiteDash account.

Contact ID

Enter the ID of the contact you want to update.

First Name

Enter the first name of a contact.

Last Name

Enter the last name of a contact.

Primary Email

Enter the main email address of a contact.

Name Prefix

Enter the name prefix.

Home Email

Enter the home email of a contact.

Work Email

Enter the work email of a contact.

Send welcome email

Select or map whether you want to send a welcome email to a contact.

Primary Phone

Enter a main phone number of a contact.

Home Phone

Enter a home phone number of a contact.

Work Phone

Enter a work phone number of a contact.

Shop Phone

Enter a shop phone number of a contact.

Title

Enter the title of a contact.

Tags

Add or map a tag.

Website

Enter a webpage address of a contact.

Background Info

Enter background information about a contact.

Notes

Enter or map a note.

Company

Enter the name of a company that you want to add a contact to.

If you select Yes in the Create company if not exists field, Make will also create a new company in your SuiteDash account with a new contact added to the company.

Add to communities

Specify or map a community where you want to add a contact to.

Remove from communities

Specify or map a community where you want to remove a contact from.

Address

Enter an address of a contact.

Circles

Specify or map a circle where you want to add a contact to or remove from.

Custom fields

Add a custom field for a contact.

Subscribes contacts to marketing audiences.

Connection

Establish a connection to your SuiteDash account.

Contacts

Add a contact and an audience that you want to subscribe a contact to.

Contact 1

Enter or map the contact's email address.

Audience ID 1

Enter or map the audience ID.

First Name

Enter the contact's first name.

Last Name

Enter the contact's last name.

Companies

Retrieves a list of companies.

Connection

Establish a connection to your SuiteDash account.

Limit

Enter the maximum number of results to be worked with during one execution cycle.

Creates a new company.

Connection

Establish a connection to your SuiteDash account.

Name

Enter a name for a new company.

Role

Select or map the role.

Phone

Enter the phone number of a new company.

Category

Specify the category of a new company.

Primary contact

Specify main contacts of a new company.

If you select Yes in the Create primary contact if not exists field, Make will also create a primary contact for a new company in your SuiteDash account.

Home Phone

Enter a home phone number of a new company.

Work Phone

Enter a work phone number of a new company.

Shop Phone

Enter a work phone number of a new company.

Website

Enter a webpage address of a new company.

Tags

Add or map a tag.

Background Info

Enter background information about a new company.

Add to communities

Specify or map a community where you want to add a new company to.

Address

Enter an address of a new company.

Public custom fields

Add a public custom field for a new company.

Private custom fields

Add a private custom field for a new company.

Retrieves an existing company by its ID.

Connection

Establish a connection to your SuiteDash account.

Company ID

Enter the ID of the company you want to get.

Updates an existing company by its ID.

Connection

Establish a connection to your SuiteDash account.

Company ID

Enter the ID of the company you want to update.

Name

Enter a name for a company.

Phone

Enter the phone number of a company.

Category

Specify the category of a company.

Home Phone

Enter a home phone number of a company.

Work Phone

Enter a work phone number of a company.

Shop Phone

Enter a work phone number of a company.

Website

Enter a webpage address of a company.

Tags

Add or map a tag.

Background Info

Enter background information about a company.

Add to communities

Specify or map a community where you want to add a company to.

Remove from communities

Specify or map a community where you want to remove a company from.

Address

Enter an address of a company.

Public custom fields

Add a public custom field for a company.

Private custom fields

Add a private custom field for a company.

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your SuiteDash account.

URL

Enter a path relative to https://app.suitedash.com/secure-api/ as set up in your connection. For example, /contacts/meta.

Method

Select or map the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

Headers

Enter or map the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter or map the request query string.

Body

Enter the body content for your API call.