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Integrate Inistate with your AI CRM

Inistate is a workspace platform for building workflow and record-management applications, configuring modules, managing entries and activities, auditing changes, and handling files.

Explore Triggers and Actions

Bulk Change Entry States

Request state transitions for 1-100 entries in one module. Inistate processes items sequentially and returns fail-soft per-item results; low confidence may flag and suppress individual transitions.

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Bulk Update Entries

Update fields on 1-100 entries in one module. Inistate processes items sequentially and returns fail-soft per-item results, so one failure does not roll back or stop the remaining updates.

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Change Entry State

Request a state transition for one module record; low confidence can flag the result and suppress the transition.

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Create Entry

Create one record in a module through its create activity and return whether low confidence caused it to be flagged.

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Get Activity Form

Get the required fields, current values, options, defaults, and confidence threshold for a module activity before submitting it.

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Get Entry

Get one module record by ID, including its current values, state, audit metadata, and available activities.

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Get Entry History

Return one chronological 50-item page of a record's audit trail, comments, field changes, and AI traceability context. Pagination is explicit and zero-based because Inistate does not document a continuation or completion field in the successful response.

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Get Module Schema

Get a module's fields and states, optionally including its activities and flows, before querying or changing records.

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List Entries

Return one page of records from a module using a saved listing, field filters, search, sorting, and field projection.

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List Modules

List modules available in a workspace so their exact names can be used in schema and record tools.

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List Workspaces

List workspaces accessible to the connected API key, optionally filtering by workspace name.

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Update Entry

Update fields on one existing module record through its edit activity and return whether low confidence caused it to be flagged.

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How the Inistate integration works

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

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

Set up Inistate in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

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

  3. 3

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

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

The Inistate integration currently exposes 12 actions, including Bulk Change Entry States, Bulk Update Entries, Change Entry State, Create Entry, Get Activity Form, and Get Entry. Agents invoke them on your behalf from chat or from automations.

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

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

Is the Inistate integration secure?

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

Inistate | Dench AI CRM