SuiteDash Integrations
All
Connect an eligible Authorize.net account to accept standard Invoice payments and Subscription Payments in SuiteDash. Configure the gateway, check its currency and enabled payment methods, and test the client checkout before sending a live Invoice.
Connect a Braintree account to accept standard Invoice payments and Subscription Payments in SuiteDash. Supported options can include Apple Pay, Google Pay, PayPal and Venmo, depending on your Braintree account, configuration, region and customer device. Test the payment methods and workflows you intend to offer before rollout.
PayPal is one of the most universally used and accepted payment exchange solutions. With this payment gateway, you can accept one-time payments only.
Connect SuiteDash to QuickBooks Online for a one-way sync from SuiteDash to QBO. Invoices and Estimates created in SuiteDash, and tracked Invoice payments, can be reflected in QBO after configuration. Records made in QBO do not sync back into SuiteDash. Review taxes, items and connection settings before using it with live billing.
Connect Stripe for standard Invoice and Subscription Payments in SuiteDash. Configure the gateway and verify the payment methods available to your account and clients; test both one-time and recurring checkouts before launch.
Connect your Square account to accept card payments for standard Invoices and eligible subscriptions in SuiteDash. Eligible US businesses can also accept one-time USD bank payments; these take time to clear and cannot fund recurring charges.
Stripe ACH can accept bank-account payments on standard Invoices and eligible Subscription Plans. SuiteDash requires a monthly or longer billing cycle for Stripe ACH subscriptions. Check account availability and bank-account setup before rollout.
SuiteDash offers Google Calendar connections for tasks, follow-ups and appointments. The available one-way or two-way sync depends on the connection and plan, so check the current Help and plan before setup. Test creation, edits and deletions in a sample calendar before relying on the sync.
Direct connection
Connect your Microsoft Outlook Calendar to keep your appointments, follow-ups, tasks and calendar events together. Changes to synced events can be reflected in both calendars after setup.
Direct connection
Connect Google Calendar and automatically create a Google Meet link when a client books an appointment. The meeting details are included with the appointment.
Direct connection
Connect your Microsoft account and automatically create a Microsoft Teams meeting when a client books an appointment.
Zoom is a cloud-based video communication app that lets you set up a virtual “meeting room”, which you can use for conferences, webinars, and other collaborative usages. You can set up a Zoom integration that allows you to automatically create a Zoom meeting along with a booked appointment. You’ll need to create a Zoom account in order to utilize the integration, but an account is not required for the Contact.
Automation platform: SuiteDash can connect through Zapier using the triggers and actions currently available in its app. Choose the event and destination action, map fields and test a sample before relying on the Zap. Available workflows and third-party app behavior depend on those integrations and their plans.
Automation platform · connects through the SuiteDash Secure API
Connect SuiteDash with other apps using Make. Build scenarios using the SuiteDash modules available in Make, including actions for contacts and companies.
If your website is built on the WordPress framework, you can seamlessly integrate SuiteDash using our free Client Portal Direct Login plugin, available for download and installation from the WordPress Plugin Repository. This plugin adds a simple customizable login form to your WordPress site, which allows you and your clients to login to your SuiteDash installation directly from your site, entirely bypassing the normal SuiteDash login page. Coupled with Branded Environments, the transition from your site to SuiteDash can be made seamless.
Custom connection
Connect SuiteDash to your own applications and supported automation tools using the Secure API. Available endpoints and monthly call limits depend on your plan.
Custom connection
Send information from supported SuiteDash events to an endpoint you configure. Use webhooks with automations and supported billing and project events.
Direct API or SMTP: Connect SendGrid to send marketing emails using your SendGrid API key, or use SendGrid’s SMTP settings. Complete your sender setup with SendGrid before sending.
Direct connection
Connect your Microsoft account to send SuiteDash emails through your account. Choose the available transactional and marketing email settings that fit your business.
Via SMTP
Use Amazon SES as an SMTP provider for SuiteDash marketing emails. Connect your SES SMTP credentials and complete the required sender setup in Amazon SES.
Via SMTP
Use Mailgun as an SMTP provider for SuiteDash marketing emails. Enter your provider's SMTP settings in your email sending settings.
Twilio is a cloud communications platform. You can connect your Twilio account with the platform in order to send SMS notifications to your users.
SuiteDash can use hCaptcha on eligible public Forms with a configured Custom URL and site keys. Visitors see a checkbox and may be asked to complete a challenge. Add the CAPTCHA block and test the Form’s custom-domain link before sharing.
SuiteDash supports Google reCAPTCHA v2 and v3 on eligible public Forms when the Custom URL and keys are configured. V2 presents a checkbox; v3 usually evaluates a submission without a visible checkbox. Choose the provider on each Form or chat preset and test it on the intended domain.
Billing & Accounting
Connect an eligible Authorize.net account to accept standard Invoice payments and Subscription Payments in SuiteDash. Configure the gateway, check its currency and enabled payment methods, and test the client checkout before sending a live Invoice.
Connect a Braintree account to accept standard Invoice payments and Subscription Payments in SuiteDash. Supported options can include Apple Pay, Google Pay, PayPal and Venmo, depending on your Braintree account, configuration, region and customer device. Test the payment methods and workflows you intend to offer before rollout.
PayPal is one of the most universally used and accepted payment exchange solutions. With this payment gateway, you can accept one-time payments only.
Connect SuiteDash to QuickBooks Online for a one-way sync from SuiteDash to QBO. Invoices and Estimates created in SuiteDash, and tracked Invoice payments, can be reflected in QBO after configuration. Records made in QBO do not sync back into SuiteDash. Review taxes, items and connection settings before using it with live billing.
Connect Stripe for standard Invoice and Subscription Payments in SuiteDash. Configure the gateway and verify the payment methods available to your account and clients; test both one-time and recurring checkouts before launch.
Connect your Square account to accept card payments for standard Invoices and eligible subscriptions in SuiteDash. Eligible US businesses can also accept one-time USD bank payments; these take time to clear and cannot fund recurring charges.
Stripe ACH can accept bank-account payments on standard Invoices and eligible Subscription Plans. SuiteDash requires a monthly or longer billing cycle for Stripe ACH subscriptions. Check account availability and bank-account setup before rollout.
Calendar & Meetings
SuiteDash offers Google Calendar connections for tasks, follow-ups and appointments. The available one-way or two-way sync depends on the connection and plan, so check the current Help and plan before setup. Test creation, edits and deletions in a sample calendar before relying on the sync.
Direct connection
Connect your Microsoft Outlook Calendar to keep your appointments, follow-ups, tasks and calendar events together. Changes to synced events can be reflected in both calendars after setup.
Direct connection
Connect Google Calendar and automatically create a Google Meet link when a client books an appointment. The meeting details are included with the appointment.
Direct connection
Connect your Microsoft account and automatically create a Microsoft Teams meeting when a client books an appointment.
Zoom is a cloud-based video communication app that lets you set up a virtual “meeting room”, which you can use for conferences, webinars, and other collaborative usages. You can set up a Zoom integration that allows you to automatically create a Zoom meeting along with a booked appointment. You’ll need to create a Zoom account in order to utilize the integration, but an account is not required for the Contact.
Automation & Apps
Automation platform: SuiteDash can connect through Zapier using the triggers and actions currently available in its app. Choose the event and destination action, map fields and test a sample before relying on the Zap. Available workflows and third-party app behavior depend on those integrations and their plans.
Automation platform · connects through the SuiteDash Secure API
Connect SuiteDash with other apps using Make. Build scenarios using the SuiteDash modules available in Make, including actions for contacts and companies.
If your website is built on the WordPress framework, you can seamlessly integrate SuiteDash using our free Client Portal Direct Login plugin, available for download and installation from the WordPress Plugin Repository. This plugin adds a simple customizable login form to your WordPress site, which allows you and your clients to login to your SuiteDash installation directly from your site, entirely bypassing the normal SuiteDash login page. Coupled with Branded Environments, the transition from your site to SuiteDash can be made seamless.
Custom connection
Connect SuiteDash to your own applications and supported automation tools using the Secure API. Available endpoints and monthly call limits depend on your plan.
Custom connection
Send information from supported SuiteDash events to an endpoint you configure. Use webhooks with automations and supported billing and project events.
Email, SMS & Security
Direct API or SMTP: Connect SendGrid to send marketing emails using your SendGrid API key, or use SendGrid’s SMTP settings. Complete your sender setup with SendGrid before sending.
Direct connection
Connect your Microsoft account to send SuiteDash emails through your account. Choose the available transactional and marketing email settings that fit your business.
Via SMTP
Use Amazon SES as an SMTP provider for SuiteDash marketing emails. Connect your SES SMTP credentials and complete the required sender setup in Amazon SES.
Via SMTP
Use Mailgun as an SMTP provider for SuiteDash marketing emails. Enter your provider's SMTP settings in your email sending settings.
Twilio is a cloud communications platform. You can connect your Twilio account with the platform in order to send SMS notifications to your users.
SuiteDash can use hCaptcha on eligible public Forms with a configured Custom URL and site keys. Visitors see a checkbox and may be asked to complete a challenge. Add the CAPTCHA block and test the Form’s custom-domain link before sharing.
SuiteDash supports Google reCAPTCHA v2 and v3 on eligible public Forms when the Custom URL and keys are configured. V2 presents a checkbox; v3 usually evaluates a submission without a visible checkbox. Choose the provider on each Form or chat preset and test it on the intended domain.
A.I. CONNECTIONS
Bring your own A.I.
Connect your own provider and use its models with supported SuiteDash A.I. features. Choose from the providers below, or connect a compatible custom endpoint.
Available models and capabilities depend on your provider and model; provider charges may apply. Local and custom endpoints require compatible configuration.