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Suitedashproductivity
8 available actions
What your AI agent can do in Suitedash
All-in-one business software for client management, CRM, project management, and invoicing This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 8 actions.
Common starting points
- Get Contact by UID or EmailTool to retrieve a single contact from SuiteDash by their UID or email address.
- Get Contact Meta AttributesTool to retrieve CRM contact meta attributes information.
- Create ContactTool to create a new contact in SuiteDash CRM.
- Create CompanyTool to create a new company in SuiteDash CRM.
Browse all 8 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 6 actions
- Get CompanyTool to retrieve a single company by UID or Name from SuiteDash.
- Get Company Meta AttributesTool to retrieve CRM company meta attributes information.
- Get Contact by UID or EmailTool to retrieve a single contact from SuiteDash by their UID or email address.
- Get Contact Meta AttributesTool to retrieve CRM contact meta attributes information.
- List CompaniesTool to retrieve all existing companies from SuiteDash.
- List ContactsTool to get all existing contacts from SuiteDash.
Create & communicateCreate records or send supported messagesView 2 actions
- Create CompanyTool to create a new company in SuiteDash CRM.
- Create ContactTool to create a new contact in SuiteDash CRM.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Suitedash
How does the agent connect to Suitedash?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Suitedash?
The page above lists the 8 actions currently available through the Suitedash connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Suitedash included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Suitedash is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Suitedash to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.