SuiteDash Questions

Showing 1 - 5 of 1,619 questions
kyle976kyle976
kyle976PLUS
Oct 23, 2026
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Q: This is not answered yet but when are you coming back on Appsumo?

This is not answered yet but when are you coming back on Appsumo?

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100523866658242910707100523866658242910707
100523866658242910707
Oct 21, 2026
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Q: Can CRM, Work Request and FLOW events send authenticated webhooks with selected custom fields?

We have successfully used FLOW completion to send an authenticated outbound event into our automation layer. The harder part is reliably shaping the payload around exactly the Company/CRM custom fields we need. Is there a recommended native pattern for CRM changes, Work Request submissions and FLOW milestones to emit authenticated webhooks with a selected field schema, test/preview the payload,...

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100523866658242910707100523866658242910707
100523866658242910707
Oct 21, 2026
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Q: Can AI overage be completely disabled or hard-capped at the account level?

We want to use SuiteDash AI Agents/Skills in bounded automation, but only if there is no possibility of surprise paid overage. Is there an account-level control that can disable paid AI overage entirely or set a hard monthly spending/credit cap that unattended automations cannot exceed? If not today, is this planned? A hard stop is more useful to us than a warning because we need deterministic cost boundaries before enabling AI features in recurring workflows.

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AttilaAttila
Attila
Sep 5, 2026
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Q: Marketing

Hi,

Can SuiteDash keep each customer’s marketing email list completely separate, so when a customer logs into their portal they can see only their own email contacts?

Also, can the customer be allowed to view and download their email list, but not send any marketing emails or manage campaigns from their portal?

Is this possible with the Marketing/Audiences feature?

Thank you

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MidwestPTMidwestPT
MidwestPTPLUS
Sep 4, 2026
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Q: Healthcare with hipaa question

Hello,
I have forms that require a digital e-signature.

Before I pursue this deal with several codes, a few questions:
1) You guys will sign a BAA with the healthcare company, correct?
2) If consent forms, hipaa agreements, patient intake, etc needs to be signed off on by the patient, I can create them in suitedash with these codes?
3) Building on question 2, can I send these to the patient with...

Founder Team
Mike_SuiteDash

Mike_SuiteDash

Sep 5, 2026

A: Good news, MidwestPT,

**1) BAA with the healthcare company**

Yes, we will sign our standard BAA with you.

**2) Building HIPAA forms, consent, intake in SuiteDash**

Yes. Forms are built into every plan. You can build patient intake, consent agreements, and HIPAA authorization forms using Documents, with the field types and Conditional Logic to structure them the way your practice...

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