Create Company
Tool to create a new company in SuiteDash CRM. Use when you need to add a new Lead, Client, or Prospect company to the system. You can optionally specify primary contact information when creating the company.
ActionTry it
Integrate Suitedash
with your AI CRM
All-in-one business software for client management, CRM, project management, and invoicing
Explore Triggers and Actions
Create Contact
Tool to create a new contact in SuiteDash CRM. Use when you need to add a new Lead, Client, or Prospect contact to the system. Requires first name, last name, role, and email address for all contact types.
ActionTry it
Get Company
Tool to retrieve a single company by UID or Name from SuiteDash. Use when you need to fetch detailed information about a specific company including contact details, address, tags, and custom fields.
ActionTry it
Get Company Meta Attributes
Tool to retrieve CRM company meta attributes information. Returns a complete schema of all the CRM Company Custom Fields that exist in the account along with all the Meta Attributes including field types, formats, validation rules, and allowed operations.
ActionTry it
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.
ActionTry it
Get Contact Meta Attributes
Tool to retrieve CRM contact meta attributes information. Returns a complete schema of all the CRM Contact Custom Fields that exist in the account along with all the Meta Attributes including field types, formats, validation rules, and allowed operations.
ActionTry it
List Companies
Tool to retrieve all existing companies from SuiteDash. Returns a paginated list with optional filtering by creation date and ordering options. Use this when you need to list, search, or export companies. Note that idle companies are not included in the results.
ActionTry it
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.
ActionTry it
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
Sign in to your Dench workspace and open Integrations.
- 2
Find Suitedash and click Connect — you'll authorize access through Suitedash's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Suitedash 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 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.