productivity · crm · 0 triggers · 8 actions
All-in-one business software for client management, CRM, project management, and invoicing Add Suitedash to your Stream Deck workflows with guided setup for the connection details it needs.
Add Suitedash to a workflow and pair it with a Stream Deck button to run it in one press — handy for productivity tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Suitedash.
Tool to create a new company in SuiteDash CRM. Use when you need to add a new Lead, Client, or Prospect company to the system. You can optionally specify primary contact information when creating the company.
Tool to create a new contact in SuiteDash CRM. Use when you need to add a new Lead, Client, or Prospect contact to the system. Requires first name, last name, role, and email address for all contact types.
Tool to retrieve a single company by UID or Name from SuiteDash. Use when you need to fetch detailed information about a specific company including contact details, address, tags, and custom fields.
Tool to retrieve a single contact from SuiteDash by their UID or email address. Use when you need to fetch detailed information about a specific contact including their personal details, contact information, address, and custom fields.
Tool to retrieve all existing companies from SuiteDash. Returns a paginated list with optional filtering by creation date and ordering options. Use this when you need to list, search, or export companies. Note that idle companies are not included in the results.
Tool to get all existing contacts from SuiteDash. Returns a paginated list of contacts with optional filtering by creation date and custom ordering. Use when you need to retrieve, browse, or export contact lists.
Tool to retrieve CRM company meta attributes information. Returns a complete schema of all the CRM Company Custom Fields that exist in the account along with all the Meta Attributes including field types, formats, validation rules, and allowed operations.
Tool to retrieve CRM contact meta attributes information. Returns a complete schema of all the CRM Contact Custom Fields that exist in the account along with all the Meta Attributes including field types, formats, validation rules, and allowed operations.
All-in-one business software for client management, CRM, project management, and invoicing
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Suitedash. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Suitedash action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
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