Connect Suitedash to your AI agent

Productivity 8 actions available

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

We set up the connection using your own Suitedash account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Suitedash

Each one is a real action the agent can take on its own, the same things a person clicking around Suitedash could do. Read-only by default; write actions are confirmed against your policy.

  • 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.
  • 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.
  • 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.
  • 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, valid…
  • 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, an…
  • 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, valid…
  • 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…
  • 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.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Suitedash, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Suitedash questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Suitedash's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Suitedash to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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