All-in-one business software for client management, CRM, project management, and invoicing
All-in-one business software for client management, CRM, project management, and invoicing On Nagent, Suitedash is exposed as a fully-configurable productivity integration that any agent can call — 8 actions, and API key authentication. No code is required to wire Suitedash into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Suitedash to automate the kinds of tasks productivity teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Suitedash into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Suitedash, with input parameters and output schema. Drop these into any step of an agent built in Helix.
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
No publicly available marketplace agent is found using this tool yet. There are 84 agents privately built on Nagent that already use Suitedash.
Build on Nagent
Connect Suitedash to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Suitedash, and click "Connect Now." You'll authenticate with an API key — Nagent handles credential storage and refresh automatically. Once connected, Suitedash is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Suitedash is connected, you configure its 8 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Suitedash steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Suitedash event fires, the agent kicks off automatically.
Every Suitedash action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Suitedash ships with 8 pre-built productivity actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Suitedash together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Suitedash-based workflows tailored to your business.