--- title: "Connect SuiteDash to Ironclad - APIANT.ai" description: "When \"New Company\" fires in SuiteDash, your agent runs \"Update Record\" in Ironclad." canonical: "https://apiant.ai/connect/suitedash-to-ironclad" --- # Connect SuiteDash to Ironclad When **New Company** fires in [SuiteDash](https://apiant.ai/connections/suitedash), your agent runs **Update Record** in [Ironclad](https://apiant.ai/connections/ironclad). Describe the whole flow and it is built, tested on every scenario and kept running. SuiteDash **3** triggers SuiteDash **9** actions Ironclad **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SuiteDash and Ironclad to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What SuiteDash can start in Ironclad - When **New Company** in SuiteDash then **Update Record** in Ironclad - When **New Contact** in SuiteDash then **Find a Record** in Ironclad Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with SuiteDash and Ironclad ## Triggers and actions 3 triggers · 21 actions - Trigger **New Company** Triggers when a new company is created in SuiteDash. - Trigger **New Contact** Triggers when a new contact is created in SuiteDash. - Trigger **New Project** Triggers when a new project is created in SuiteDash. - Action **Add contacts to marketing audience** Subscribes a contact to one or more SuiteDash marketing audiences. - Action **Create Company** Creates a new company in SuiteDash CRM with a role, optionally attaching a primary contact. - Action **Create Contact** Creates a new CRM contact (lead, client or prospect) in SuiteDash. - Action **Find Company** Finds a single SuiteDash company by its UID or name and returns the company record, including its custom fields. - Action **Find Contacts** Finds a SuiteDash CRM contact by its UID or email address and returns the full contact record. - Action **Find Project** Finds a single SuiteDash project by its UID, exact name, part of its name, or returns the most recently created project. - Action **List worlds** Returns the Worlds set up in your SuiteDash account (requires the WORLDS Power-up). - Action **Update Contact** Updates an existing SuiteDash CRM contact, found by its unique id or email, and returns the updated contact. - Action **Update Project** Updates an existing SuiteDash project's name, status, dates, information and economics, found by its id or name. - Action **Create Workflow Comment** Posts a comment to a workflow's activity feed in Ironclad, optionally replying to an existing comment or @-mentioning users. - Action **Delete Record** Deletes an existing record from the Ironclad repository. - Action **Find a Record** Finds contract records in Ironclad by search text or filter formula and returns the matching records. - Action **Find a Workflow** Returns up to 100 workflows that match the search text, filter formula, status, template or last-updated date you specify. - Action **Get record** Returns a single Ironclad record with its properties, attachments, links and contract status. - Action **Get workflow** Returns one Ironclad workflow, including its attributes, current step, status, roles, and approval and signature state. An error occurs if the workflow is not found. - Action **Get Workflow Approvals** Returns the approval groups and approver roles on an Ironclad workflow, with each reviewer's status. - Action **Launch New Workflow** Launches a new Ironclad workflow from a published workflow template and returns the launched workflow. - Action **Send signature request** Sends the signature packet of an Ironclad workflow out for signature and returns the workflow's resulting sign status and signers. - Action **Update Record** Updates an existing Ironclad contract record: changes its name or type, sets or removes properties, and manages its links, parent and child records. - Action **Update Workflow** Updates the attributes of an Ironclad workflow that is in the Review step, setting or clearing values, and returns the updated workflow. - Action **Update Workflow Approval** Sets an approver role's approval status on a workflow to approved or pending. Works only during the Review step, when that role's approval group is active. ## Each app on its own - [ **SuiteDash** SuiteDash is a multi-tool business management platform that enables collaboration & communication both with...](https://apiant.ai/connections/suitedash) - [ **Ironclad** Ironclad is a contract lifecycle management platform used by companies to handle every type of contract...](https://apiant.ai/connections/ironclad) Reviews ## What our customers say ## More from SuiteDash - [ **SuiteDash to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/suitedash-to-trello) - [ **SuiteDash to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/suitedash-to-zoom) - [ **SuiteDash to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/suitedash-to-twilio) - [ **SuiteDash to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/suitedash-to-typeform) - [ **SuiteDash to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/suitedash-to-webflow) - [ **SuiteDash to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/suitedash-to-wix) ## More into Ironclad - [ **HubSpot to Ironclad** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ironclad) - [ **Salesforce to Ironclad** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ironclad) - [ **Slack to Ironclad** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ironclad) - [ **Google Sheets to Ironclad** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ironclad) - [ **Gmail to Ironclad** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ironclad) - [ **Google Calendar to Ironclad** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ironclad) Questions ## SuiteDash and Ironclad, answered ### ### What can start an automation from SuiteDash? Any of SuiteDash's 3 triggers in the catalog, including New Company, New Contact and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ironclad when something happens in SuiteDash? Any of Ironclad's 12 actions, including Create Workflow Comment, Send signature request, Update Record and Update Workflow. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ironclad to SuiteDash? Ironclad has no triggers in the catalog today, so automations start in SuiteDash. If you need the other direction, ask: your agent reads Ironclad's API documentation and adds it. ### ### Do I have to build a connector for SuiteDash or Ironclad? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use SuiteDash and Ironclad without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.