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Suitedash

suitedash

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

ProductivityCRMWeb del proveedor
Acciones
8
Triggers
0
Autenticación
—
OAuth gestionado
No
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (8)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Create CompanySUITEDASH_CREATE_COMPANYAcción

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.

Parámetros de entrada

  • namestringObligatorio

    Name of the company to create

  • rolestringObligatorioenum

    Role/status of the company in the CRM: Lead, Client, or Prospect

    LeadClientProspect
  • primaryContactobject

    Primary contact details for the company

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create ContactSUITEDASH_CREATE_CONTACTAcción

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.

Parámetros de entrada

  • rolestringObligatorioenum

    Role/status of the contact in the CRM: Lead, Client, or Prospect

    LeadClientProspect
  • emailstringObligatorioemail

    Email address of the contact. Required for all roles including Lead.

  • last_namestringObligatorio

    Last name of the contact

  • first_namestringObligatorio

    First name of the contact

  • send_welcome_emailboolean

    Whether to send a Portal Access Invitation email to the contact. If not specified, defaults to the system default setting.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get CompanySUITEDASH_GET_COMPANYAcción

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.

Parámetros de entrada

  • metastring

    Set to 'yes' to receive meta information about attributes

  • identifierstringObligatorio

    Company UID or Name to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Company Meta AttributesSUITEDASH_GET_COMPANY_METAAcción

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, validation rules, and allowed operations.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Contact by UID or EmailSUITEDASH_GET_CONTACTAcción

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, and custom fields.

Parámetros de entrada

  • metastring

    Set to 'yes' to receive meta information about contact attributes. When enabled, provides additional metadata about the contact fields and structure

  • identifierstringObligatorio

    Contact UID (unique identifier) or email address. Can be either a UUID string (e.g., 'b9d7def5-a852-4230-b6a7-513b8f124fa1') or an email address (e.g., 'user@example.com')

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Contact Meta AttributesSUITEDASH_GET_CONTACT_METAAcción

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, validation rules, and allowed operations.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List CompaniesSUITEDASH_LIST_COMPANIESAcción

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 companies are not included in the results.

Parámetros de entrada

  • metastring

    Set to 'yes' to receive meta information about attributes in the response. Use this when you need additional metadata about the fields.

  • pageinteger

    Page number for pagination. Must be a positive integer.

  • orderBystringenum

    Enum for ordering options

    createdcreated.descnamename.desc
  • createdMaxstring

    Upper bound for filtering by creation date-time in RFC3339 format (e.g., '2024-12-31T23:59:59Z'). Returns only companies created on or before this date.

  • createdMinstring

    Lower bound for filtering by creation date-time in RFC3339 format (e.g., '2024-01-01T00:00:00Z'). Returns only companies created on or after this date.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List ContactsSUITEDASH_LIST_CONTACTSAcción

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.

Parámetros de entrada

  • metastringenum

    Meta parameter options.

    yesno
  • pageinteger

    Page number for pagination. Use to navigate through multiple pages of results.

  • orderBystringenum

    Order options for contacts listing.

    createdcreated.descnamename.desc
  • createdMaxstring

    Upper bound for filtering by creation date-time in RFC3339 format (e.g., '2024-12-31T23:59:59Z'). Returns contacts created on or before this date.

  • createdMinstring

    Lower bound for filtering by creation date-time in RFC3339 format (e.g., '2024-01-01T00:00:00Z'). Returns contacts created on or after this date.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not