Assign Or Update Role Holder
Ensure a peer holds a role, creating the assignment when absent or updating its percentage, focus, and elected-until date when present.
ActionTry it
Integrate Peerdom
with your AI CRM
Peerdom helps organizations map roles, people, groups, projects, goals, pages, and cards through a collaborative organizational platform.
Explore Triggers and Actions
Create Custom Field Definition
Create one custom-field definition that controls a named field's owner, type, multiplicity, order, and visibility.
ActionTry it
Create Group
Create a group from an existing parent-group anchor on a map. Set external to true to detach the new group as a top-level external group.
ActionTry it
Create Peer
Create an email-free person record in the organization; this tool deliberately cannot provision a Peerdom login account.
ActionTry it
Create Role
Create a role under a parent group on a map using core role fields that do not require Peerdom's Contribution or Goals apps.
ActionTry it
Deactivate Peer
Mark a peer as former. This is a soft delete: the peer is removed from normal active-peer reads but remains available when former peers are included.
ActionTry it
Delete Custom Field Definition
Permanently delete a custom-field definition. WARNING: Peerdom cascade-deletes every value stored against the definition; this cannot be undone and requires explicit confirmation.
ActionTry it
Delete Group
Permanently delete one group after reading it to block accidental root-group deletion. Root deletion requires separate explicit authorization.
ActionTry it
Delete Role
Delete one role by ID and return the deleted role for confirmation.
ActionTry it
Get Custom Field Definitions
List custom-field definitions or return one definition by ID so agents can use the organization's real field names and value types.
ActionTry it
Get Groups
List organization groups or return one group by ID, with optional map and peer filters and optional custom-field-value expansion.
ActionTry it
Get Organization Context
Return the connected Peerdom organization and its maps, including the live map ID and tenant palette needed to create groups and roles.
ActionTry it
Get Peers
List peers with optional former-peer and custom-field inclusion, or return one peer by ID with optional roles and custom fields.
ActionTry it
Get Roles
List roles or return one role by ID, with optional peer, group, and map filters plus holder, group, representing-node, and custom-field expansions.
ActionTry it
Unassign Role Holder
Remove one peer's assignment from one role without deleting either the peer or the role.
ActionTry it
Update Custom Field Definition
Rename a custom-field definition and its custom-field API key, or update its labels, display order, or public visibility without changing its value type or owner.
ActionTry it
Update Group
Update selected group properties such as name, parent, external state, color, shape, or custom fields. Omitted fields remain unchanged.
ActionTry it
Update Peer
Update selected profile fields on an existing peer; omitted fields remain unchanged despite the provider using PUT.
ActionTry it
Update Role
Update selected core role properties without changing Contribution- or Goals-specific settings.
ActionTry it
How the Peerdom integration works
The Peerdom integration connects your Dench AI CRM directly to Peerdom, so agents can read and act on your Peerdom data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
19 actions are available for agents to invoke on your behalf. Every call runs through Peerdom's own authorization, scoped to the account you connect.
Set up Peerdom in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Peerdom and click Connect — you'll authorize access through Peerdom's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Peerdom 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 Peerdom integration work with Dench?
The Dench Peerdom integration connects your AI CRM to Peerdom, so AI agents can work with your Peerdom 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 Peerdom via Dench?
The Peerdom integration currently exposes 19 actions, including Assign Or Update Role Holder, Create Custom Field Definition, Create Group, Create Peer, Create Role, and Deactivate Peer. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Peerdom to Dench?
No. You connect Peerdom from your Dench workspace using Peerdom's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Peerdom integration secure?
Connections are authorized through Peerdom's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Peerdom connection from your workspace settings at any time.