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Integrate Workiom with your AI CRM

Workiom allows businesses to create custom workflows, integrate apps, and automate processes, reducing manual overhead and streamlining operations

Explore Triggers and Actions

Create record

Creates a new record in a specified Workiom list. This tool creates a record with basic field types like text, numbers, dates, and static list items. The record data should be provided as a JSON object where each key is a field ID and the value matches the expected data type for that field.

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Get all lists

Get all lists from a Workiom app. This action fetches all lists within a specific Workiom app. Lists are containers for records (similar to database tables) and are the fundamental data structure in Workiom. Each list has a unique ID and contains views for displaying data. Use this action to discover available lists before performing operations like creating records (which require a list ID).

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Get records

Retrieves records from a specified Workiom list. Use this action to fetch data from a Workiom list. The list_id is required and can be obtained from the WORKIOM_GET_ALL_LISTS action. Each record contains field values keyed by numeric field IDs. Features: - Pagination: Use max_result_count and skip_count to paginate through large datasets - Sorting: Sort by any field using 'FIELD_ID ASC' or 'FIELD_ID DESC' format - Filtering: Apply conditions using filter operators (Contains, Is, Greater, etc.) Note: Field IDs are numeric (e.g., 5037173) and can be found in list metadata.

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How the Workiom integration works

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

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

Set up Workiom in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

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

  3. 3

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

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

The Workiom integration currently exposes 3 actions, including Create record, Get all lists, and Get records. Agents invoke them on your behalf from chat or from automations.

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

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

Is the Workiom integration secure?

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