Create Profile
Create a Profile in the Quiltt Environment with optional identity, contact, address, and custom metadata fields.
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Integrate Quiltt
with your AI CRM
Quiltt provides financial data aggregation APIs for managing Profiles, connections, accounts, transactions, statements, and webhooks.
Explore Triggers and Actions
Create Webhook Subscription
Create a webhook subscription that sends selected Quiltt events to an HTTPS callback URL; this registers the callback but does not verify delivery.
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Delete Webhook Subscription
Permanently remove one webhook subscription so Quiltt stops sending events to its callback URL.
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Get Profile
Retrieve one Profile by its Quiltt Profile ID or UUID.
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List Finicity Remote Data
List one page of Quiltt resource IDs with Finicity Remote Data for the selected resource type. Requires Finicity to be provisioned in the Quiltt Environment.
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List Profiles
Return one page of Profiles in the Quiltt Environment and a cursor for the next page.
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List Webhook Subscriptions
Return one page of webhook subscriptions and a cursor for the next page, including callback URLs, event types, and disabled state.
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Search Institutions
Find financial institutions associated with a US Federal Reserve routing number.
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Update Profile
Update explicitly supplied contact, legal identity, address, or custom metadata fields on an existing Quiltt Profile. Null clears a nullable field.
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Update Webhook Subscription
Update explicitly supplied fields on a Quiltt webhook subscription, including its name, HTTPS callback URL, or event types.
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How the Quiltt integration works
The Quiltt integration connects your Dench AI CRM directly to Quiltt, so agents can read and act on your Quiltt 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 Quiltt's own authorization, scoped to the account you connect.
Set up Quiltt in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Quiltt and click Connect — you'll authorize access through Quiltt's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Quiltt 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 Quiltt integration work with Dench?
The Dench Quiltt integration connects your AI CRM to Quiltt, so AI agents can work with your Quiltt 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 Quiltt via Dench?
The Quiltt integration currently exposes 10 actions, including Create Profile, Create Webhook Subscription, Delete Webhook Subscription, Get Profile, List Finicity Remote Data, and List Profiles. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Quiltt to Dench?
No. You connect Quiltt from your Dench workspace using Quiltt's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Quiltt integration secure?
Connections are authorized through Quiltt's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Quiltt connection from your workspace settings at any time.