All connectors
Suitedash
8 tools · Productivity · CRM
All-in-one business software for client management, CRM, project management, and invoicing
Connect Suitedash
- Open Slashspace and go to Settings, then Connectors.
- On Discover, search for Suitedash and click Connect.
- Sign in to Suitedash in your browser. Slashspace updates when the account is connected.
- Then ask for what you need in any Agent mode chat. Suitedash is on in every chat unless you switch it off.
What your chats can do
8 tools from Suitedash.
- 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 company.
- 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 types.
- 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 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 types, formats, validation rules, and allowed operations.
- 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 information, address, and custom fields.
- 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 types, formats, validation rules, and allowed operations.
