Integrate Mercately with SuiteDash
Send information between Mercately and SuiteDash automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Mercately and SuiteDash using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Update customer
Updates the details of an existing customer
Fetch customer by ID
Fetches the details of an existing customer using ID
Fetch customer using search parameter
Fetches the details of an existing customer using search parameter
Fetch deal by ID
Fetches the details of an existing deal using ID
Create company
Creates a new company
Create contact
Creates a new contact
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact by email or UID
Fetch company
Fetches the details of an existing company by name or UID
What is Mercately?
Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.
What is SuiteDash?
SuiteDash is an all-in-one business management software that enables businesses to manage client portals, CRM, onboarding, digital marketing, billing, payments, and more.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
