SuiteDash Integrations as Action – Automate CRM & Portal Workflows

SuiteDash Integrations: Manage your business like a PRO with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and automates interaction with your clients.

In this guide, you’ll learn how to integrate Bit Form with SuiteDash, where Bit Form serves as the trigger and SuiteDash is the action. Once the integration is complete, a new subscriber will be automatically added to your SuiteDash account every time someone submits your form.

This beginner-friendly, step-by-step tutorial is designed to help you quickly set up your first automation—making it easier to grow your email list, nurture leads, and manage contacts directly from your WordPress forms.

Authorization of SuiteDash Integrations as Action

To set SuiteDash as an action in Bit Flows, first open your Bit Flows Dashboard, then either create a new flow or open an existing one. In the Flow Builder, click the plus (+) icon to add an action. From the list of available apps, search for and select SuiteDash.

After selecting your preferred action, the next step is to choose an event. For example, in this case, we’ve selected the “Create Contact” event.

After selecting the action event, a new popup will appear. Here, you need to connect your SuiteDash account. If you’ve already connected SuiteDash before and want to use the same account, simply select it from the “Select Connection” dropdown. If not, click on “Add Connection” to create a new one.

When you click the Add Connection button, you’ll be prompted to enter a name for your connection and supply your API Key as the Public ID and Secret Key.

To set up SuiteDash integrations with Bit Flows, you’ll need SuiteDash API Token. Follow these steps to get it.

• Go to your SuiteDash account dashboard.
• Go to your “integrations” page. click here
• In the “integrations” section, scroll down to find the “Public ID“. and click on the ”Add Secret Key“
• Copy the “Public ID” and ”Add Secret Key“.
• Paste it into the Public ID‘ / Secret Key field in Bit Flows to complete the connection.

Once you have successfully entered your SuiteDash API Token, click “Connect” button to proceed.

Field Mapping: Here, you’ll see a “Map Fields” section where you need to map your form fields to the matching fields in SuiteDash. The “Email, First Name and Last Name ” field is required by SuiteDash, so make sure to map your form’s Email, First Name and Last Name field to it. You can also click the “Add Contact Field” button to map additional fields. Additionally, you can enhance your request logic using Flow, Math, String, and System functions.

👉 Learn more about Field Mapping

Once you’ve finished these settings, you can either click the “Test Run” button to check if the integration is working correctly or simply close the popup to complete the setup.

You also have the option to test the full flow. You can either click “Listen Response” and then run the trigger event (e.g., submit the form), or use existing data to test the integration and make sure everything works correctly.

After completing all the steps, click the “Logs” icon at the top-right corner of the Flow Builder to view your integration logs. Logs help you verify if the trigger and action worked correctly and make it easier to spot and fix any issues.

That’s it! You’ve successfully set up an automation in Bit Flows to connect Bit Form with SuiteDash. Now, whenever someone submits your form, a new subscriber will be automatically added to your SuiteDash account.

This integration helps you grow your email list, automate lead nurturing, and streamline your marketing efforts—all with minimal effort. For more help or to explore additional integrations, be sure to check out our comprehensive User Guide.

Check out our easy-to-follow tutorials!

• How to Integrate SuiteDash with Bit Flows