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Integrate Suitedash with your AI CRM

All-in-one business software for client management, CRM, project management, and invoicing

Explore Triggers and Actions

Create Company

Create a Lead, Client, or Prospect company in SuiteDash CRM. You can optionally provide primary contact information when creating the company.

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Create Contact

Create a Lead, Client, or Prospect contact in SuiteDash CRM. First name, last name, role, and email are required; you can optionally specify whether to send a portal access invitation.

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Get Company

Retrieve a single SuiteDash company by UID or name, including details such as its primary contact, address, tags, and custom fields. Optionally request metadata about attributes.

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Get Company Meta Attributes

Retrieve CRM company meta attributes, including available field types, formats, validation information, and allowed operations. The response is limited to the fields represented in the tool's schema.

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Get Contact by UID or Email

Tool to retrieve a single contact from SuiteDash by their UID or email address. Use when you need to fetch detailed information about a specific contact including their personal details, contact information, address, and custom fields.

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Get Contact Meta Attributes

Retrieve CRM contact meta attributes, including available field types, formats, validation information, and allowed operations. The response is limited to the fields represented in the tool's schema.

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List Companies

List SuiteDash companies with pagination, optional creation-date filtering, and ordering; idle companies are not included. An unrecognized or non-list company payload is returned as an empty list.

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List Contacts

Tool to get all existing contacts from SuiteDash. Returns a paginated list of contacts with optional filtering by creation date and custom ordering. Use when you need to retrieve, browse, or export contact lists.

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How the Suitedash integration works

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

Set up Suitedash in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

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

  3. 3

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

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

The Suitedash integration currently exposes 8 actions, including Create Company, Create Contact, Get Company, Get Company Meta Attributes, Get Contact by UID or Email, and Get Contact Meta Attributes. Agents invoke them on your behalf from chat or from automations.

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

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

Is the Suitedash integration secure?

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

Suitedash | Dench AI CRM