Add Block Response Attachment
Attach an existing Pivot file to a block response.
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Integrate Pivot
with your AI CRM
Pivot is a team collaboration platform for managing organizations, spaces, rooms, messages, goals, members, and shared work.
Explore Triggers and Actions
Add Group Members
Add one or more existing Pivot users to a group.
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Add Group To Space
Grant an existing Pivot group access to a space with specified space roles.
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Add Room Members
Add one or more existing Pivot users to a room with a shared role. The Pivot API exposes no undo path for this membership change.
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Add Space Labels
Add one or more labels to a Pivot space without removing labels already assigned to it.
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Add Space Members
Add one or more existing Pivot users to a space, optionally assigning space roles and member titles.
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Copy Space
Start an asynchronous copy of a Pivot space. A successful response only means the copy was accepted. Poll the space operation-status endpoint with the same source space_id and returned operation_id until status is succeeded or failed; on success, new_space_id identifies the copy.
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Create Block Response
Create a Pivot block response from plain text, or use advanced rich content for formatting; optionally create it as a reply.
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Create Block Sharing Rule
Create a sharing rule that grants a subject access to a Pivot block.
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Create Label
Create a label in a Pivot organization. Pivot's label delete endpoint was observed returning an error without removing the label, so create only labels that may safely remain in the organization.
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Create Room
Create a Pivot chat, direct, post, audio, video, or streaming room. Pivot does not document a room-delete endpoint, so this creation cannot be safely reversed; create only rooms that may remain in the workspace.
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Create Space
Create a blank Pivot space or organization template synchronously, or create an independent space from a template. A template-based request returns the new space immediately and may include operation_id while content is copied asynchronously; poll the space operation-status endpoint until succeeded or failed. To duplicate an ordinary space, use Pivot's copy-space action instead.
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Create Space Role
Create a custom role in a Pivot space with an explicit set of permissions. Pivot does not document an endpoint for deleting space roles, so create only roles that may safely remain in the space.
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Create Subgoal
Create a goal directly under an existing Pivot goal. Requires edit access to the parent and uses request_id as an idempotency key scoped to the caller and parent.
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Create Webhook
Create a Pivot webhook for an organization and return its one-time signing secret. Store the secret securely because it is not returned by later reads.
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Delete Block Response
Delete a response from a Pivot block by its response UUID.
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Delete Block Response Attachment
Delete a file attached to a block response by attachment UUID.
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Delete Block Sharing Rule
Delete a sharing rule from a Pivot block by sharing-rule UUID.
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Delete Label
Permanently delete a Pivot label by its label UUID. Pivot returned HTTP 500 without deleting the build account's test label, so treat a provider error as no deletion and verify the label is absent after success.
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Delete Room Message
Delete a sent Pivot room message. Provide sent_at for a non-thread message or thread_root_message_id for a message in a thread.
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Delete Space
Permanently delete a Pivot space or template using its ordinary space lifecycle.
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Delete User
Permanently delete a Pivot user account, not merely remove a space membership. Pivot allows this only when the user's email is verified by the specified organization and by no other organization. This cannot be undone and deletes the user across all organizations.
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Delete User or Remove Membership
Delete a Pivot user globally when the specified organization verified that user. Otherwise, remove the user's memberships only from the specified organization. This is destructive: the same call can permanently delete the user across Pivot, and user_deleted reports which outcome occurred.
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Delete Webhook
Permanently delete a Pivot webhook by its webhook UUID.
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Get Block
Return a block by ID, optionally including all visible descendant blocks.
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Get Room
Return a Pivot room by its ID.
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Get Room Message
Retrieve one Pivot room message by its ID and send timestamp. Thread replies also require both thread locator IDs, and recording comments require the parent recording ID.
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Get Room Recording
Return a specific Pivot room recording by ID, including transcript, chapter, summary, and caption assets.
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Get Space
Return a Pivot space by ID with its settings, roles, member summaries, and labels. Response-only access tokens are removed. The direct endpoint's member_count can be 0 even when members exist; use list spaces or list space members when an authoritative count is required.
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Get Space Operation
Get the status of an asynchronous Pivot space copy or template application. Poll until status is succeeded or failed. For Copy Space, pass the source space_id used in the copy request; for Create Space from a template, pass the new space.id returned by Create Space.
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Get User Context
Return a Pivot user's profile, space memberships, and groups within an organization. The response excludes the provider's presence token.
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Hide Space
Hide an existing Pivot space from view. The Pivot API exposes no undo path for hiding a space.
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Invite To Room
Invite people to a Pivot room by email. A successful call creates room invitations and sends externally visible invitation emails to every address.
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Invite To Space
Invite people to a Pivot space by email. A successful call sends externally visible invitation emails to new users and adds existing Pivot users directly to the space with the specified roles and groups.
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List Block Responses
Return the responses attached to a Pivot block.
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List Block Sharing Rules
Return the sharing rules configured for a Pivot block.
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List Group Members
Return the users in a specified Pivot group.
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List Groups
Return one page of groups in a Pivot organization.
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List Labels
Return the labels configured in a Pivot organization.
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List Organization Users
Return one page of users in a Pivot organization. Pass next_cursor from the preceding response unchanged to continue listing users.
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List Room Messages
Return one page of room messages, newest first. On the first call, provide the room ID and its created_at timestamp from Get Room. To continue through the current and older history windows, call again with only next_cursor; pagination stops automatically at the room's creation boundary.
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List Room Recordings
Return one page of recordings for a Pivot room, including transcripts and other recording assets.
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List Space Assignment Blocks
Return all assignment blocks in a Pivot space.
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List Space Description Blocks
Return a space's description blocks and all of their descendants.
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List Space Home Blocks
Return the blocks displayed on a Pivot space home.
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List Space Members
Return one page of members in a Pivot space. By default, only active members are returned; use status to include other membership states.
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List Space Roles
Return the roles available in a Pivot space.
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List Space Room Blocks
Return all room blocks and their parallel room metadata in a Pivot space.
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List Spaces
Return one page of spaces visible in a Pivot organization. Supports exact status, type, template, label, name-search, and sort filters. Templates are excluded and only active spaces are returned unless those filters are set.
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List Thread Messages
Return one page of messages in a Pivot thread, oldest first. Continue with next_cursor until has_more is false.
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List Webhook Logs
Return one page of delivery logs for a Pivot webhook. Pivot retains webhook logs for 30 days.
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List Webhooks
Return webhooks for a Pivot organization, optionally filtering by a case-insensitive substring of the webhook name.
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Remove Group Members
Remove one or more users from a Pivot group.
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Remove Space Label
Remove one label from a Pivot space by space and label UUID.
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Remove Space Member
Remove a user from a Pivot space by space-member UUID.
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Request Recording Download
Ensure a downloadable MP4 rendition exists for a Pivot room recording. When ready is false, the rendition is still being prepared; retry shortly with the same room_id, recording_id, and created_at. The direct download URL is returned when ready is true.
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Revoke Organization Invite
Revoke a Pivot organization invitation by its invitation ID and email address.
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Revoke Room Invite
Revoke a Pivot room invitation by room ID and email address.
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Revoke Space Invite
Revoke a Pivot space invitation by organization, space, and email address.
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Rotate Webhook Secret
Rotate the organization-wide webhook signing secret used for future Pivot webhooks. Existing webhooks retain the current secret. Store the returned one-time secret securely.
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Send Room Message
Send plain text or an advanced rich-content document to a Pivot room, optionally with file attachments or as a thread, inline, or recording reply. Sending delivers the message to room participants and cannot be safely reversed.
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Submit Block Response
Irreversibly submit a Pivot block response. This sends or marks an existing draft response as submitted and cannot be safely undone.
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Update Block
Update exactly one property of a Pivot block: its hide time, unhide time, or space-member sharing level.
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Update Block Response
Replace a Pivot block response with plain text, or use advanced rich content for formatting.
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Update Block Sharing Rule
Set the access level for a user, group, space role, membership tier, or space identified by the subject of a sharing rule on a Pivot block.
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Update Label
Update the name, color, or both for a Pivot label. Pivot clears the existing color when a name update omits color, so resend the current color to preserve it.
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Update Room
Update one or more settings for a Pivot room, including its name, topic, type, and recording preferences.
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Update Room Message
Replace a sent Pivot room message with plain text or an advanced rich-content document. sent_at identifies the original message; include thread_root_message_id and thread_parent_message_id for a threaded message, or parent_recording_id for a recording comment.
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Update Space
Update one or more settings or metadata fields for an existing Pivot space. Only provided fields are changed.
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Update Space Member
Update a Pivot space member's roles, title, status, or any combination of those fields. The member ID is the space-membership UUID, not a user UUID.
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Update Webhook
Update one or more properties of a Pivot webhook. Supplying subscriptions replaces the webhook's complete existing subscription set.
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How the Pivot integration works
The Pivot integration connects your Dench AI CRM directly to Pivot, so agents can read and act on your Pivot data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
71 actions are available for agents to invoke on your behalf. Every call runs through Pivot's own authorization, scoped to the account you connect.
Set up Pivot in Dench
- 1
Sign in to your Dench workspace and open Integrations.
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Find Pivot and click Connect — you'll authorize access through Pivot's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Pivot 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 Pivot integration work with Dench?
The Dench Pivot integration connects your AI CRM to Pivot, so AI agents can work with your Pivot 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 Pivot via Dench?
The Pivot integration currently exposes 71 actions, including Add Block Response Attachment, Add Group Members, Add Group To Space, Add Room Members, Add Space Labels, and Add Space Members. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Pivot to Dench?
No. You connect Pivot from your Dench workspace using Pivot's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Pivot integration secure?
Connections are authorized through Pivot's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Pivot connection from your workspace settings at any time.