Connect SuiteDash and Terros

Both apps 39SuiteDash 13Terros 26

• Trigger
  New Company

  Triggers when a new company is created in SuiteDash.

• Trigger
  New Contact

  Triggers when a new contact is created in SuiteDash.

• Trigger
  New Project

  Triggers when a new project is created in SuiteDash.

• Action
  Add contacts to marketing audience

  Subscribes a contact to one or more SuiteDash marketing audiences.

• Action
  Create Company

  Creates a new company in SuiteDash CRM with a role, optionally attaching a primary contact.

• Action
  Create Contact

  Creates a new CRM contact (lead, client or prospect) in SuiteDash.

• Action
  Find Company

  Finds a single SuiteDash company by its UID or name and returns the company record, including its custom fields.

• Action
  Find Contacts

  Finds a SuiteDash CRM contact by its UID or email address and returns the full contact record.

• Action
  Find Project

  Finds a single SuiteDash project by its UID, exact name, part of its name, or returns the most recently created project.

• Action
  List worlds

  Returns the Worlds set up in your SuiteDash account (requires the WORLDS Power-up).

• Action
  Update Company

  Updates an existing SuiteDash company — its name, phones, address, category, tags, communities, worlds and custom fields. Returns the updated company.

• Action
  Update Contact

  Updates an existing SuiteDash CRM contact, found by its unique id or email, and returns the updated contact.

• Action
  Update Project

  Updates an existing SuiteDash project's name, status, dates, information and economics, found by its id or name.

• Trigger
  List Calendar Events

  Triggers when a new calendar event appears in Terros.

• Trigger
  List Status Ids

  Triggers when a new disposition (account status) is added in Terros.

• Trigger
  List Tasks

  Triggers when a new task appears in Terros.

• Trigger
  List Workflow Action IDs

  Triggers when a new action is added to a Terros workflow.

• Trigger
  List Workflow IDs

  Triggers when a new workflow is added in Terros.

• Trigger
  List Workflow Stage IDs

  Triggers when a new stage is added to a Terros workflow.

• Trigger
  New Account

  Triggers when a new account is added in Terros.

• Trigger
  New User

  Triggers when a new user is added to your Terros company.

• Action
  Add meeting

  Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.

• Action
  Create/Update Account

  Creates a Terros account, or updates it when the account ID is given.

• Action
  Create User

  Adds a user to your Terros company.

• Action
  Delete Account

  Deletes an account (a homeowner or lead record) from Terros by its account ID.

• Action
  Delete Calendar Event

  Deletes a calendar event.

• Action
  Delete meeting

  Archives a meeting in Terros, or permanently deletes it when Archive is set to false.

• Action
  Delete task

  Removes one or more Terros tasks, archiving them by default or deleting them permanently.

• Action
  Delete User

  Removes a user from your Terros company.

• Action
  Find Account

  Finds a Terros account by account ID, external lead ID or source ID.

• Action
  Find User

  Finds users whose name or email matches the search text.

• Action
  Get task

  Returns a single Terros task by its ID, including its subject, status, owner and criteria.

• Action
  List Accounts

  Returns accounts, optionally filtered by user, workflow or search text.

• Action
  List Available Closers

  Lists closers and their open appointment times for a team or user.

• Action
  List Users

  Returns the users in your Terros company, optionally limited to one team.

• Action
  List Workflow IDs

  Returns the workflows you can see, with their IDs.

• Action
  Make Report

  Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.

• Action
  Update meeting

  Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.

• Action
  Update User

  Updates a Terros user's name, email, phone or time zone.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.