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.
Suitedash
8 tools available
All-in-one business software for client management, CRM, project management, and invoicing
productivitycrm
Tools & actions 8
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.
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