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Integrate Pneumatic with your AI CRM

Pneumatic is a workflow management platform for designing reusable processes, running workflows, coordinating tasks, and tracking operational performance.

Explore Triggers and Actions

Get Task

Get one task's instructions, output fields, performers, checklists, due date, and completion state.

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Get Template

Get a workflow template's tasks, kickoff fields, owners, and execution settings before running it.

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Get Workflow

Get the current state, tasks, kickoff values, owners, and timing for one workflow run.

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List Datasets

List reusable Pneumatic datasets available for workflow and template field configuration.

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List Tasks

Find tasks assigned to the connected user or team, including active or completed work.

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List Templates

Find workflow templates the connected user can access, with filters for name, activity, and visibility.

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List Workflows

Find workflow runs by text, status, template, starter, current performer, or current task.

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Run Template

Start a workflow from an accessible template, optionally supplying a name, urgency, due date, and kickoff field values.

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Save Dataset

Create a reusable dataset or update an existing dataset's name, description, or ordered items without exposing deletion.

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Set Task Completion

Complete an active task with output values or revert a completed task back to active work.

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How the Pneumatic integration works

The Pneumatic integration connects your Dench AI CRM directly to Pneumatic, so agents can read and act on your Pneumatic 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 Pneumatic's own authorization, scoped to the account you connect.

Set up Pneumatic in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

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

  3. 3

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

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

The Pneumatic integration currently exposes 10 actions, including Get Task, Get Template, Get Workflow, List Datasets, List Tasks, and List Templates. Agents invoke them on your behalf from chat or from automations.

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

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

Is the Pneumatic integration secure?

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

Pneumatic | Dench AI CRM