Create Magnetic Grouping
Tool to create a new opportunity or job (grouping) in Magnetic HQ. Use when you need to organize tasks and track project progress for a new opportunity or job.
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Integrate Magnetic
with your AI CRM
Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.
Explore Triggers and Actions
Create Magnetic Task
Tool to create a new task in Magnetic HQ. Use when you need to add tasks to the system, optionally assigning them to users or linking to opportunities.
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Get Contact Tags
Tool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.
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Get Current Follow-ups
Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
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Get Grouping Custom Field Definitions
Tool to retrieve all custom field definitions for groupings. Use after authentication when you need to fetch available grouping custom field definitions for tasks.
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Get Grouping Statuses
Tool to retrieve the list of statuses for signed groupings. Use after authentication when you need available grouping status options for tasks or jobs.
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Get Grouping Tags
Tool to retrieve tags associated with any groupings owned by the company. Use after authentication when grouping tags are needed.
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Get Magnetic Grouping by ID
Tool to retrieve details for a specific grouping (opportunity/job) by its ID. Use when you need detailed information about a specific grouping.
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Get Magnetic Opportunity Statuses
Tool to retrieve opportunity statuses. Use when you need current status options for unsigned groupings (opportunities).
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Get Magnetic Task
Tool to retrieve a task by its ID. Use after confirming you have the taskId.
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Get User by ID
Tool to retrieve details for a specific Magnetic user by their ID. Use when you need to fetch a user's profile information.
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Get Users
Tool to retrieve the list of all users in the authenticated user's company. Use after authentication to audit or manage user accounts.
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List Companies
Tool to retrieve all companies from the Magnetic HQ account. Use after authentication to view all client companies.
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Search Client Contacts
Tool to search contacts by field or client ID. Use when you need to retrieve client contacts matching given criteria after authentication.
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How the Magnetic integration works
The Magnetic integration connects your Dench AI CRM directly to Magnetic, so agents can read and act on your Magnetic data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
14 actions are available for agents to invoke on your behalf. Every call runs through Magnetic's own authorization, scoped to the account you connect.
Set up Magnetic in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Magnetic and click Connect — you'll authorize access through Magnetic's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Magnetic 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 Magnetic integration work with Dench?
The Dench Magnetic integration connects your AI CRM to Magnetic, so AI agents can work with your Magnetic 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 Magnetic via Dench?
The Magnetic integration currently exposes 14 actions, including Create Magnetic Grouping, Create Magnetic Task, Get Contact Tags, Get Current Follow-ups, Get Grouping Custom Field Definitions, and Get Grouping Statuses. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Magnetic to Dench?
No. You connect Magnetic from your Dench workspace using Magnetic's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Magnetic integration secure?
Connections are authorized through Magnetic's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Magnetic connection from your workspace settings at any time.