SuiteDash

Estimated reading: 2 minutes

Overview

AFI sends contacts to SuiteDash, the all-in-one client portal and CRM. Every form submission can become a new SuiteDash contact, optionally tagged into a specific list or assigned to a workflow.

Supported actions

  • Create / Update Contact — upserts a contact in SuiteDash CRM.
  • Add to List — add the contact to a SuiteDash marketing list.
  • Add to Workflow — enrol the contact in an automation workflow.

Authentication

  1. Log in to SuiteDash.
  2. Go to Settings > API & Integrations > API Keys.
  3. Generate a new Public ID + Secret Key pair.
  4. In AFI go to Settings > SuiteDash and paste both values.

How to create the integration

  1. In WordPress admin, go to AFI > New Integration.
  2. Pick your Sender (Contact Form 7, WPForms, WooCommerce, etc.) and the form / event to listen on.
  3. Pick SuiteDash as the Receiver, then pick the Task you want to run.
  4. Map sender fields onto SuiteDash’s fields. Email is required. Custom fields, lists, and workflows are fetched from your SuiteDash account.
  5. Optional: add Conditional Logic so the action only fires on matching submissions.
  6. Save and run a test submission. Check AFI > Log if anything looks off.

Notes & caveats

  • Both keys required. SuiteDash uses a pub/secret key pair, not a single token.
  • Two-way auth (sandbox). If you’re testing in a SuiteDash sandbox, generate keys from the sandbox account specifically — production keys won’t work.
  • List membership can also be set via tags. Pick one approach and stick to it for consistent reporting.

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