Upsert Contact
Create a Formilla contact or overwrite supplied fields on an existing contact matched by user ID first, then email. Returns no contact data, ID, or create-versus-update result.
ActionTry it
Integrate Formilla
with your AI CRM
Create or update customer contacts through Formilla's Secure Token REST API for live chat and marketing automation workflows.
Explore Triggers and Actions
How the Formilla integration works
The Formilla integration connects your Dench AI CRM directly to Formilla, so agents can read and act on your Formilla data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
1 action is available for agents to invoke on your behalf. Every call runs through Formilla's own authorization, scoped to the account you connect.
Set up Formilla in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Formilla and click Connect — you'll authorize access through Formilla's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Formilla in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Formilla integration work with Dench?
The Dench Formilla integration connects your AI CRM to Formilla, so AI agents can work with your Formilla 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 Formilla via Dench?
The Formilla integration currently exposes 1 action, including Upsert Contact. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Formilla to Dench?
No. You connect Formilla from your Dench workspace using Formilla's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Formilla integration secure?
Connections are authorized through Formilla's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Formilla connection from your workspace settings at any time.