Suitedash

productivity 8 tools available

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

About this integration

Connect Suitedash to Definable to capture notes by voice or chat, roll up daily activity, retrieve anything by description. Personas call Suitedash's 8 tools directly from chat or scheduled flows. Wire it to your assistant — capture, organise, and recall through one conversation.

Connect Suitedash to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 8 exposed

Plans All, incl. Free

Data Never trained on

Suitedash · in workflows

What teams actually run.

Three patterns teams run with Suitedash on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Capture from chat

│ Tell the persona to remember something

│ Agent writes it to this tool

└ Returns a link for confirmation

Daily roll-up

│ Pull yesterday's activity

│ Summarise as a digest

└ Save it back into this tool

Smart retrieval

│ Ask "where did I write about X?"

│ Agent searches

└ Returns the page with context

8 tools available

The Suitedash toolbox.

Every Suitedash capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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, validation rules, and allowed operations.

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, and custom fields.

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, validation rules, and allowed operations.

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 companies are not included in the results.

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.

See it run

One prompt, start to finish.

A real prompt, the Suitedash tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Suitedash task end-to-end — plan it, execute across the API, and hand back a verified result.

suitedash.create_company Tool to create a new company in SuiteDash CRM. Use when you need to add a new Lead, Client

suitedash.create_contact Tool to create a new contact in SuiteDash CRM. Use when you need to add a new Lead, Client

suitedash.get_company Tool to retrieve a single company by UID or Name from SuiteDash. Use when you need to fetc · verified

done

Done. Suitedash responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Suitedash

Questions, answered.

What teams ask before connecting Suitedash.

01 What can I automate with Suitedash on Definable?

Anything Suitedash exposes through its API. Common productivity workflows on Definable include capture notes by voice or chat, roll up daily activity, retrieve anything by description. Personas can call any of the 8 Suitedash tools directly, then chain the result into another integration without you writing code.

02 How does Suitedash authentication work?

Suitedash uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

03 Is the Suitedash integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 8 Suitedash tools. You only need a separate Suitedash subscription if Suitedash itself charges per seat or per API call.

04 Is using Suitedash through Definable secure?

Every call from a persona to Suitedash is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

05 How do I get started with Suitedash on Definable?

Sign up for Definable, open the integrations page, find Suitedash, and connect via OAuth or API key. You can immediately attach Suitedash to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

06 What Suitedash actions does Definable expose?

Definable exposes all 8 Suitedash actions as callable tools — including `Create Company`, `Create Contact`, `Get Company`, plus 5 more. Each tool gets a typed parameter schema so personas know exactly how to call it.