Connecteam logo

Integrate Connecteam with your AI CRM

Connecteam is a comprehensive workforce management platform designed to streamline operations, enhance communication, and improve HR processes for deskless teams.

Explore Triggers and Actions

Archive Users

Tool to archive one or more users by their unique IDs. Use when you need to deactivate users without deleting their records.

ActionTry it

Create Daily Note

Create a daily note for qualified users or groups.

ActionTry it

Create Jobs

Create parent jobs or add sub-jobs beneath existing parent jobs.

ActionTry it

Create Shifts

Create shifts without notifications by default. Setting notifyUsers to true can immediately send irreversible push notifications to users assigned to published shifts.

ActionTry it

Create Time Activities

Create shifts or breaks, optionally splitting existing shifts around breaks. Shifts and breaks sent in the same call are processed in parallel, so to split a shift on a break, create the shift in a separate call before adding breaks.

ActionTry it

Create Users

Tool to create multiple users in Connecteam. Use when you need to add several staff or admin accounts at once.

ActionTry it

Delete Geofence

Delete one geofence and automatically verify its absence. Connecteam also returns 200 with empty data for a missing fence ID, so this action performs a follow-up read before reporting verified deletion.

ActionTry it

Delete Job

Delete a standalone job by ID.

ActionTry it

Delete Shift

Delete one shift from a scheduler. Irreversible. If the shift repeats, ALL instances are deleted; deleting a single occurrence is not supported via the API. notifyUsers defaults to true and may notify assigned users when deleting a published shift.

ActionTry it

Delete Time Activity

Delete one shift or manual-break activity from a time clock.

ActionTry it

Generate Upload URL

Tool to generate a pre-signed URL for uploading a file. Use when you need a secure, time-limited URL prior to file upload.

ActionTry it

Get Chat

Retrieve a page of chat conversations, including team chats and channels. Use after confirming the Communications hub is on the Expert plan.

ActionTry it

Get Custom Field Categories

Tool to retrieve all custom field categories. Use when you need to list or filter custom field categories in your Connecteam account.

ActionTry it

Get Custom Fields

Retrieve custom fields associated with the account, with options to filter, sort, and page through results.

ActionTry it

Get Form Submissions

Retrieve submissions for a form, optionally filtered by user or submit time.

ActionTry it

Get Forms

Tool to retrieve all form definitions from Connecteam. Use when you need to list all existing forms after enabling the Forms API.

ActionTry it

Get Geofences

List all geofences configured for a time clock.

ActionTry it

Get Jobs

Tool to retrieve a list of job objects relevant to a specific instance ID. Use after confirming scheduler or time clock instance ID when you need to filter and page through jobs.

ActionTry it

Get Pay Rates

Retrieve effective user pay rates over a required date range.

ActionTry it

Get Performance Indicators

Tool to retrieve the list of performance metric indicators. Use when you need to list available performance indicators for data analysis. Examples: "List performance metrics".

ActionTry it

Get Policy Balances

Retrieve a page of user balances for a time-off policy type.

ActionTry it

Get Policy Types

Tool to retrieve available time-off policy types. Use before filtering or creating time-off requests by policyTypeId.

ActionTry it

Get Publishers

Retrieve a page of custom publishers associated with the account.

ActionTry it

Get Schedulers

Tool to retrieve a list of job schedulers associated with the account. Use after authentication when you need to enumerate all schedulers.

ActionTry it

Get Shifts

List shifts in a scheduler for a required Unix-time window.

ActionTry it

Get Smart Groups

Tool to retrieve all smart groups associated with the account. Use when you need to list all smart groups after authenticating with a valid API key.

ActionTry it

Get Task Boards

Tool to retrieve all task boards. Use after authenticating with a valid API key to list available task boards.

ActionTry it

Get Time Activities

Retrieve shifts, manual breaks, and time off grouped by user.

ActionTry it

Get Time Off Requests

Retrieve time-off requests overlapping a required date range.

ActionTry it

Get Timesheet Totals

Retrieve payroll-oriented total hours for one time clock. This report excludes approved paid time off and manual breaks. Use Get Time Activities when those records are needed.

ActionTry it

Get Users

Retrieve and filter a page of users associated with the account.

ActionTry it

List Me

Tool to retrieve account information including company name and company ID. Use when you need to get details about the authenticated account.

ActionTry it

Update Job

Update a standalone job or sub-job by ID. Updating a parent job that has nested sub-jobs is not supported; update its sub-jobs individually. Pass the job's existing color to preserve it, because omitting color may reset it to the provider default.

ActionTry it

Update Shifts

Update shifts; notifyUsers defaults true and may notify users for published shifts.

ActionTry it

Update Users

Update up to 25 users, identifying every item by user ID or phone number.

ActionTry it

How the Connecteam integration works

The Connecteam integration connects your Dench AI CRM directly to Connecteam, so agents can read and act on your Connecteam data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

35 actions are available for agents to invoke on your behalf. Every call runs through Connecteam's own authorization, scoped to the account you connect.

Set up Connecteam in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Connecteam and click Connect — you'll authorize access through Connecteam's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Connecteam in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Connecteam integration work with Dench?

The Dench Connecteam integration connects your AI CRM to Connecteam, so AI agents can work with your Connecteam data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Connecteam via Dench?

The Connecteam integration currently exposes 35 actions, including Archive Users, Create Daily Note, Create Jobs, Create Shifts, Create Time Activities, and Create Users. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Connecteam to Dench?

No. You connect Connecteam from your Dench workspace using Connecteam's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Connecteam integration secure?

Connections are authorized through Connecteam's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Connecteam connection from your workspace settings at any time.

Connecteam | Dench AI CRM