CRM
Suitedash for your Agent
Flow can look up contacts, companies and deals in Suitedash, and with read and write access it can update records.
It asks for your approval before it changes anything in Suitedash. Connect with an API key from your Suitedash account.
Connect Suitedash in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Suitedash.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Suitedash.
What Flow can do depends on what Suitedash offers through its API and on the access you choose.
Things to ask
Type these to Flow once Suitedash is connected.
- Suitedash
Which Suitedash deals are linked to tenders closing this month?
- Suitedash
Create a Suitedash deal for the Vienna hospital tender, with its value and deadline.
About Suitedash
Suitedash is an all-in-one business platform for client management, CRM, projects, invoicing, and operations. It helps teams manage client work, billing, and collaboration from one shared workspace.
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