update_contact
Updates an existing contact in SuiteDash CRM. You can update standard fields like name, email, and role, as well as any custom fields configured in your account. Use the **Get Metadata** tool to discover available custom fields.
create_company
Creates a new company in SuiteDash CRM with an optional primary contact. If a primary contact email is provided and no matching contact exists, one will be created automatically. Companies can be assigned a role of **lead**, **prospect**, or **client**.
create_contact
Creates a new contact in SuiteDash CRM. Contacts can be assigned a role of **lead**, **prospect**, or **client**. Leads do not require an email and have no portal access. Prospects and clients require an email and get portal access. Optionally send a welcome email upon creation.
update_company
Updates an existing company in SuiteDash CRM. You can update the company name, website, phone, address, tags, and background information. At least one field must be provided.
subscribe_marketing_audience
Subscribes one or more contacts to a specific marketing audience in SuiteDash for targeted email campaigns. Use the **Get Metadata** tool to discover available marketing audiences in your account.
list_contacts
Retrieves contacts from SuiteDash CRM. Returns a paginated list of contacts. Specify a page number to navigate through results, or fetch all contacts at once.
get_metadata
Retrieves the complete schema of custom fields, meta attributes, and marketing audiences configured in your SuiteDash account. Use this to discover available CRM Contact Custom Fields, CRM Company Custom Fields, Project Custom Fields, and Marketing Audience subscription options before creating or updating records.
list_companies
Retrieves companies from SuiteDash CRM. Returns a paginated list of companies. Specify a page number to navigate through results, or fetch all companies at once.
Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.
Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
Create, retrieve, update, and list contacts and companies in the CRM with full custom field support. Manage projects and tasks, including creation, updates, and search. Subscribe contacts to marketing audiences for email campaigns. Retrieve metadata schemas for custom fields and marketing audiences to enable two-way data sync. Receive webhooks for subscription lifecycle events (created, canceled, expired, unpaid), project changes (created, updated, deleted), and custom automation-triggered events.
Common questions about connecting Suitedash to AI agents with Metorial.
