INTEGRATION
AdminPulse
Connect your AdminPulse account so Dytto can read your firm and client data — and act on it, from tasks to invoices.
Dytto reads firm and client context straight from AdminPulse and can act back on it, so the work happens right where you already are.
Client documents
Browse a client’s documents in AdminPulse and pull the right one into the chat.
Tasks & to-dos
See tasks and to-dos per client, then create or update them and set their status.
Client relations
Read client relations, the UBO and link graph, and contact details — or create and update a relation.
Registrations
Read the time, cost, and travel registrations logged against a client, or log a new one.
Interactions
Find logged interactions like meetings, calls, and emails — or log a new one on a client.
Drafts & invoices
Draft an invoice, add lines, and record a payment against a client.
HOW IT WORKS
From a question to the right client
Find the client
Dytto resolves the right AdminPulse client for whoever you’re asking about.
Read the file
It reads documents, tasks, relations, and registrations directly from AdminPulse.
Act with approval
Reads run automatically; creating a task, logging time, or drafting an invoice is a write, so it always asks first.
GET CONNECTED
Connect AdminPulse in a few minutes
Connect through AdminPulse’s secure login, no keys or passwords to copy.
1
Open Settings, then Integrations
In Dytto, go to Settings, open Integrations, and choose AdminPulse.
2
Authorize with AdminPulse
Click Connect to open AdminPulse’s own login, then approve access for Dytto. No keys or passwords to copy.
3
You’re connected
Dytto syncs your firm’s customers and data, ready to support follow-up and workflows.
Bring AdminPulse into your workflows
Connect your AdminPulse account once, then ask Dytto about any client, task, or document.