Will Hubi send an invoice or message a client on its own?

No. Anything customer-facing or money-related - sending an invoice, emailing a client - is proposed for your approval first. Hubi runs read-only lookups freely.

Can Hubi work across both contacts and companies?

Yes. SuiteDash separates individual contacts from companies, and Hubi can look up and create either, as long as your API access covers them.

Does Hubi need a specific SuiteDash plan for API access?

SuiteDash exposes its API on the plans that include it, so the connection depends on your subscription. Hubi works with whatever your account's API access allows.

Can Hubi combine SuiteDash with my other tools?

Yes. You can chain it with connected apps - for example, 'when a lead fills out my form, create a SuiteDash contact and notify me in Slack' runs across both in one instruction.

All Integrations

Suitedash

Productivity Sales & CRM CRM

SuiteDash pulls clients, projects, and invoices into one place, but answering 'where does this account stand' still means opening the portal. Hubi looks up clients and contacts, reads project and invoice status, and creates or updates records on request - so client questions get answered as fast as you can ask them.

8 tools available

USE CASES

How businesses use Suitedash + Hubi AI

Real automation scenarios powered by this integration.

🔍

Pull up a client's account

Give Hubi a name and it reads the SuiteDash contact - projects, invoices, and status - so you have the full picture before you reply.

Get ContactList ContactsGet Company

➕

Add a new client record

Tell Hubi the details and it creates the SuiteDash contact or company so the account is ready before onboarding starts.

Create ContactCreate CompanySet Details

💳

Check who has an open invoice

Ask Hubi which clients have unpaid invoices and it reads SuiteDash and lists the accounts that need a follow-up.

List InvoicesGet InvoiceGet Contact

📥

Onboard a lead from your form

When a lead submits a form elsewhere, Hubi can create the matching SuiteDash contact so your client list stays current.

Create ContactSet DetailsGet Contact

HOW IT WORKS

Get started in 3 steps

No workflows to build. Just connect, chat, and automate.

Connect Suitedash

Authorize your account with one click. Hubi AI gets secure access to 8 tools.

Talk to your agent

Describe what you need in plain language. Your AI agent understands context and picks the right tools.

Watch it work

The agent reads, sends, labels, and organizes on your behalf - no manual setup required.

Everything you need to know about Suitedash + Hubi AI

The Hubi AI Suitedash integration connects your tools and data to your AI marketing agents. Start automating workflows in minutes.

Hubi authenticates with your SuiteDash API credentials. It works with the contacts, companies, projects, and invoices those credentials are permitted to access.

Ready to connect Suitedash to Hubi AI?

Start automating your workflows in minutes. No credit card required.