NagentArtefacts
Dev & Technology
Enterprise and White Glove
Company
Suitedash connects to a Nagent workspace with an API key. Once it is connected, agents can call 8 Suitedash actions, such as "Create Company", "Create Contact" and "Get Company". Nothing is enabled on connect: each action is allowed one at a time, and an action with side effects runs or waits for a person according to the agent's level.
Every operation an agent can call against Suitedash, with input parameters and output schema.
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.
Input parameters
Name of the company to create
Role/status of the company in the CRM: Lead, Client, or Prospect
Primary contact details for the company
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SUITEDASH_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.
Input parameters
Role/status of the contact in the CRM: Lead, Client, or Prospect
Email address of the contact. Required for all roles including Lead.
Last name of the contact
First name of the contact
Whether to send a Portal Access Invitation email to the contact. If not specified, defaults to the system default setting.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SUITEDASH_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.
Input parameters
Set to 'yes' to receive meta information about attributes
Company UID or Name to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SUITEDASH_GET_COMPANY_METATool 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.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SUITEDASH_GET_CONTACTTool 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.
Input parameters
Set to 'yes' to receive meta information about contact attributes. When enabled, provides additional metadata about the contact fields and structure
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')
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SUITEDASH_GET_CONTACT_METATool 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.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SUITEDASH_LIST_COMPANIESTool 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.
Input parameters
Set to 'yes' to receive meta information about attributes in the response. Use this when you need additional metadata about the fields.
Page number for pagination. Must be a positive integer.
Enum for ordering options
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.
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.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SUITEDASH_LIST_CONTACTSTool 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.
Input parameters
Meta parameter options.
Page number for pagination. Use to navigate through multiple pages of results.
Order options for contacts listing.
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.
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.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
Agents can call 8 Suitedash actions on Nagent, including "Create Company", "Create Contact" and "Get Company". Create Company: Create a new company in SuiteDash CRM. Each action is listed on this page with its input parameters and its output.
Suitedash connects with an API key, under your workspace's own connection. Nothing is enabled on connect: each action is allowed one at a time and can be scoped to the agents that need it.
Create Company takes 2 required inputs: name and role. It also takes 1 optional input: primaryContact. It returns data, error and successful.