Aggregate DataMart Components
Run a bounded read-only DataMart aggregation over project and service records for portfolio analytics.
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Integrate ITM Platform
with your AI CRM
ITM Platform provides modern project, portfolio, task, service, financial, risk, and resource management APIs plus read-only DataMart analytics.
Explore Triggers and Actions
Create Project
Create an ITM Platform project with its schedule and optional account-specific classification IDs. This changes customer data and has no v2 delete counterpart.
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Create Task
Create a task in an ITM Platform project using account-defined type, priority, and status names.
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Get Project
Return the full current details of one project by its ITM Platform project ID.
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List Reference Data
List account-defined project or task statuses, priorities, or types needed to form valid project and task mutations.
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Search DataMart Components
Search the read-only DataMart for project or service analytics records and return one offset-paginated page.
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Search Projects
Search projects by account-specific filters and return one page of project summaries with a continuation cursor.
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Search Tasks
Search tasks across accessible projects and return one page of task summaries with a continuation cursor.
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Update Project
Update selected fields of an existing ITM Platform project and return the provider result. Verify important changes with Get Project.
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Update Task
Update selected descriptive, scheduling, hierarchy, or custom fields on an existing ITM Platform project task. Verify important changes with Search Tasks.
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How the ITM Platform integration works
The ITM Platform integration connects your Dench AI CRM directly to ITM Platform, so agents can read and act on your ITM Platform data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
10 actions are available for agents to invoke on your behalf. Every call runs through ITM Platform's own authorization, scoped to the account you connect.
Set up ITM Platform in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find ITM Platform and click Connect — you'll authorize access through ITM Platform's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use ITM Platform 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 ITM Platform integration work with Dench?
The Dench ITM Platform integration connects your AI CRM to ITM Platform, so AI agents can work with your ITM Platform 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 ITM Platform via Dench?
The ITM Platform integration currently exposes 10 actions, including Aggregate DataMart Components, Create Project, Create Task, Get Project, List Reference Data, and Search DataMart Components. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect ITM Platform to Dench?
No. You connect ITM Platform from your Dench workspace using ITM Platform's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the ITM Platform integration secure?
Connections are authorized through ITM Platform's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the ITM Platform connection from your workspace settings at any time.