AFI
SuiteDash
SuiteDash is an all-in-one business management platform. AFI creates companies and contacts in SuiteDash via the SuiteDash API, authenticating with a Public ID and Secret Key.
What you’ll need
- An active SuiteDash account.
- Your Public ID and Secret Key from SuiteDash.
- The Advanced Form Integration plugin installed and activated.
Save your SuiteDash credentials
- In SuiteDash, go to Profile → Integrations → SECURE API tab.
- Copy your Public ID and generate your Secret Key.
- In WordPress, go to AFI → Settings → SuiteDash.
- Enter the Public ID and Secret Key.
- Click Save.
Create the integration
- Go to AFI → Add New.
- Give the integration a name.
- Under Trigger, pick your form plugin and form.
- Under Action → Platform, select SuiteDash.
- In Task, choose Add Company and Contact.
- Select the saved SuiteDash credentials.
- Map form fields.
- Click Save Integration.
Tasks supported
Add Company and Contact
Creates a company and a linked contact in SuiteDash. AFI first checks if a contact with the same email already exists; if so, it updates the existing contact instead of creating a duplicate.
| Field | Field key | Required | Notes |
|---|---|---|---|
| Company Name | company_name |
No | |
| Contact First Name | first_name |
No | |
| Contact Last Name | last_name |
No | |
| Contact Email | email |
Yes | Used for dedup check |
| Contact Phone | phone |
No | |
| Company Website | company_website |
No |
Pro features
SuiteDash [PRO] adds the same task with full field mapping including company role, category, multiple phone types, address fields, and contact role/website/background info.
Troubleshooting
Contact not created
- Check AFI → Log for errors.
- Verify the Public ID and Secret Key are correct.
- Ensure the email field is mapped.