SuiteDash

CRM & supportCredentials form

Manage SuiteDash CRM contacts and companies, update projects and subscribe contacts to marketing audiences.

13 actions

Action	Effect	Data handled
suitedash_list_contactsLists CRM contacts one page at a time, optionally created within a date range and sorted by creation date or name	read	Personal data
suitedash_get_contactFinds one contact by its UID or email address	read	Personal data
suitedash_create_contactCreates a Lead, Prospect or Client contact	write	Personal data
suitedash_update_contactUpdates a contact found by UID or email: names, emails, phones, title, address, tags, company, notes, circles and custom fields	write	Personal data
suitedash_list_companiesLists CRM companies one page at a time, optionally created within a date range and sorted	read	Personal data
suitedash_get_companyFinds one company by its UID or exact name	read	Personal data
suitedash_create_companyCreates a Lead, Prospect or Client company, optionally with a primary contact	write	Personal data
suitedash_update_companyUpdates a company found by UID or name: name, phones, website, address, tags, background and custom fields	write	Personal data
suitedash_list_projectsLists projects one page at a time, optionally created within a date range and sorted by name, creation, start or end date	read	General
suitedash_get_projectFinds a project by UID, exact name or part of its name, or returns the most recent project	read	General
suitedash_update_projectUpdates a project's name, status, dates or custom fields	write	General
suitedash_subscribe_to_audiencesSubscribes one or more people, by email, to marketing audiences given by their numeric ids	write	Personal data
suitedash_list_worldsLists the Worlds (separate branded portals) in the account	read	General

Sign-in

Method: Credentials form
Multiple accounts: Supported

Also included

Proxy for any SuiteDash endpoint
Available over MCP
Several accounts per customer

dexby.createSession({
  userId: customer.id,
  connectors: ['suitedash']
})