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Integrate Rize with your AI CRM

Rize is an AI-powered time tracking and productivity tool that automatically tracks your work time and provides insights.

Explore Triggers and Actions

Create a Rize counterparty

Creates a new Counterparty in the Rize system. A counterparty represents an external party (such as a vendor, supplier, or business partner) that can receive transfers from your account. Use when setting up external payment recipients or business transfer partners. This action is idempotent based on the external_uid. If a counterparty with the same external_uid already exists, the existing record may be returned.

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Create API Key

Create a new API key for the partner. Use this action when you need to generate a new API key for authentication with the Rize API. The API key is created server-side and returned in the response. Note: This action does not require any input parameters. Simply call execute with an empty request body to generate a new API key.

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Create Card

Creates a new card in the Rize system. Use this action when you need to create a new card for a cardholder. The card will be associated with the specified partner financial account. Card creation is irreversible once processed — ensure all parameters are correct before execution.

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Create Cardholder

Creates a new cardholder in the Rize system. Use this action when you need to register a new cardholder with their personal information, addresses, and tax identification. This action is irreversible once processed.

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Create Partner Financial Account

Create a new financial account for an existing partner in the Rize admin API. Use this action when you need to provision a new financial account (such as a bank account) for a partner organization that already exists in the Rize platform. This action creates the financial account on the partner record. The account will be associated with the specified financial provider.

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Create User

Creates a new user in the Rize system. Use this action when you need to register a new user with their email, name, and role. Optionally, cardholder information can be provided to associate a cardholder profile with the user.

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Get Cardholder

Retrieve detailed information about a specific cardholder using their unique identifier. Use this action when you need to fetch cardholder profile data including name, contact information, addresses, and demographic details.

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Get Virtual Card Image

Retrieves the virtual card image asset. Returns the image representation of a virtual debit card which can be displayed in mobile or web applications. Use this action when you need to fetch the visual representation of a virtual debit card for display purposes. This action is read-only and does not modify any card data.

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How the Rize integration works

The Rize integration connects your Dench AI CRM directly to Rize, so agents can read and act on your Rize data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

8 actions are available for agents to invoke on your behalf. Every call runs through Rize's own authorization, scoped to the account you connect.

Set up Rize in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

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

  3. 3

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

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

The Rize integration currently exposes 8 actions, including Create a Rize counterparty, Create API Key, Create Card, Create Cardholder, Create Partner Financial Account, and Create User. Agents invoke them on your behalf from chat or from automations.

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

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

Is the Rize integration secure?

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