Suitedash - Flow Setup 2 0

Posted ByKristine C.

OBI Services will help you set up your Flow Automations in your Suitedash Accounts for a more easy and smooth client journey.


Here are the things we will need for this task:

  • Admin User credentials (Suitedash) to be shared via Dashlane. - Please click here on how to share credentials: Or you can create a staff member using this email: pw@obi.services - Please click here on how to create a staff member:
  • Content - What do you want to place inside the page?
  • Title and description - What do you want to name this page/ menu title name?
  • Images - What images do you want to place on your flow content?
  • Embed Codes - If you want to embed other tools in your flows
  • What are the steps of the flow? - What are the trigger and what are the actions?

    **Please note that OBI Services does not support content creation. "All content (images, text, font, headers, footers, etc) must be from the client."

** The time is base on Asia/Singapore timezone