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Integrate CSVBox with your AI CRM

CSVBox provides APIs for configuring spreadsheet importers and submitting spreadsheet files to connected destinations.

Explore Triggers and Actions

Create CSVBox Sheet

Create a CSVBox importer sheet. Only title is required; add nested columns, destinations, workflow steps, webhooks, or security settings when known. Creation is persistent because CSVBox documents no delete operation.

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Submit CSVBox File Import

Submit a publicly accessible spreadsheet URL to a CSVBox sheet for asynchronous delivery. This bypasses the sheet's validation rules, pushes rows in raw form to its configured destination, and may invoke import-complete webhooks. Call it only when the user intends those external side effects.

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Update CSVBox Sheet

Partially update an existing CSVBox importer sheet while preserving omitted top-level fields. A supplied nested array or object replaces that complete top-level setting.

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Verify CSVBox Credentials

Verify the connected CSVBox API credentials and return the associated profile. Use this to diagnose connection or credential problems; it does not modify CSVBox data.

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How the CSVBox integration works

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

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

Set up CSVBox in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

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

  3. 3

    Ask an agent to use CSVBox 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 CSVBox integration work with Dench?

The Dench CSVBox integration connects your AI CRM to CSVBox, so AI agents can work with your CSVBox 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 CSVBox via Dench?

The CSVBox integration currently exposes 4 actions, including Create CSVBox Sheet, Submit CSVBox File Import, Update CSVBox Sheet, and Verify CSVBox Credentials. Agents invoke them on your behalf from chat or from automations.

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

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

Is the CSVBox integration secure?

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

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