Suitedash for AI agents
Agents read Suitedash at once. Changes and sends are held for a person's approval by default.
About Suitedash
All-in-one business software for client management, CRM, project management, and invoicing
What an agent can do in Suitedash
Every Suitedash action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Suitedash without asking first. 6 actions.
- Get CompanyTool 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 Contact by UID or EmailTool 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 infor
- List CompaniesTool 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 compan
- List ContactsTool 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 co
- Get Company Meta AttributesTool 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 ty
- Get Contact Meta AttributesTool 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 ty
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 2 actions.
- Create CompanyTool 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
- Create ContactTool 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 t
Changes wait in Needs you
Changes and sends in Suitedash are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Suitedash questions
Can an agent change data in Suitedash on its own?
Not by default. Changes and sends in Suitedash are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Suitedash?
This connector lists 6 read actions. Reads run at once, without waiting for approval.
How does Suitedash connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.