Update up to 10 records at once in a specific table.

Find a record in a table.

Find bases by searching for a keyword in the base name. Only works with 5000 or fewer bases in the account.

List all records from a table with pagination support.

Find or Create Record

This event is triggered when a captable is updated

This event is triggered when a company is autofilled

This event is triggered when a company is created

This event is triggered when a company is moved

This event is triggered when a company is page export created

This event is triggered when a company is shared

This event is triggered when a document is attached

This event is triggered when a email is added

This event is triggered when a metric is edited

This event is triggered when a metric is update

This event is triggered when a scorecard is template selected

This event is triggered when a task is created

Modifies the content of an existing comment on a company.

Creates a new event linked to the specified company and its pipeline.

Creates a new metric value entry for the specified metric type and company.

Creates a new metric type definition and associates it with the company.

Records a new deal source entry for the specified company.

Posts a new comment on the specified contact.

Modifies the details of an existing contact record.

Modifies the content of an existing comment on a contact.

Initiates an AI-powered analysis of the document using the specified analysis configuration.

Modifies the name of an existing document analysis configuration.

Adds a new processing step with prompt and ordering to the document analysis.

Modifies field properties such as name, description, style, type, or display order.

Modifies the properties of an existing email record.

Adds a new option value to the specified filter table.

Creates a new folder with an optional parent path and shared visibility setting.

Creates a new comment on the specified note and notifies the note author.

Modifies the content and attached files of an existing note comment.

Modifies various settings for the pipeline. "Pipeline workspace" acts as a data store for all kinds of pipeline-level settings throughout the app. Example: column order for pipeline's table view.

Creates a new review session or returns an existing in-progress one.

Transfers a company to the specified stage and triggers movement notifications.

Associates a tag with the specified stage.

Modifies the profile details of the specified user.

Retrieves all activities available in the current workspace sorted alphabetically.

Retrieves all user groups configured as audiences in the workspace.

Retrieves a paginated list of all cap tables across companies in the workspace.

Retrieves a paginated list of top-level comments across all accessible companies.

Retrieves top-level company comments with replies, attachments, and reactions.

Retrieves files and folders at the root level with optional search filtering.

Retrieves paginated analysis results for documents belonging to the specified company.

Retrieves all events attached to a company with participants and emails sorted by date.

Retrieves all custom and default field values configured for the specified company.

Retrieves investor details from the most recent funding round.

Fetches recent news articles related to the company from the external news service.

Retrieves all users assigned as referents for the specified company.

Retrieves all deal sources with their names, companies, referents, and types.

Retrieves all tasks associated with the specified company sorted by latest update.

Retrieves detailed company information including score, stage, referents, and pipeline data.

Searches companies by name across all accessible pipelines with optional fuzzy matching. Fuzzy matching will correct for typos.

Retrieves all emails linked to the specified contact.

Retrieves a paginated list of contacts not associated with any company.

Retrieves a paginated list of contacts linked to companies.

Retrieves all countries sorted alphabetically by name.

Retrieves all configured data export schedules for the current workspace.

Generates a short-lived URL for direct file download from the storage provider.

Retrieves a filtered and paginated list of documents in the workspace.

Retrieves all processing steps defined for the specified document analysis.

Retrieves all document analysis configurations available in the workspace.

Retrieves the step definition including its name, prompt, and ordering.

Retrieves all available document type categories.

Retrieves a paginated list of emails accessible to the current user.

Retrieves paginated dropdown options for list and tag type fields.

Retrieves all default and custom fields configured for the workspace.

Retrieves a paginated list of companies in the fund with optional status filtering.

Retrieves all active funds accessible to the current user with company counts.

Retrieves all investment stages configured in the workspace sorted by priority.

Fetches recent news articles from the external news service for the workspace's companies.

Retrieves a paginated list of notes authored by the authenticated user.

Retrieves detailed note information including documents, reactions, company, and author.

Retrieves paginated notifications filtered by the specified pipeline.

Retrieves a paginated list of companies with expandable relations.

Retrieves a paginated list of reviews with their templates and download URLs.

Retrieves all stages with company counts.

Retrieves companies matching the specified pipeline filters and group ordering for review.

Retrieves all reviews created from the specified template with download URLs.

Retrieves all stages across the user's accessible pipelines with company counts.

Retrieves all tags associated with the specified stage.

Calculates and returns dealflow company counts, before-final-stage counts, portfolio counts, and IRR percentages.

Retrieves a paginated list of tasks where the authenticated user is an assignee.

Retrieves a paginated activity timeline across all accessible pipelines and funds with optional action filtering.

Retrieves all users belonging to the current workspace sorted alphabetically.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find a specific record using its unique ID.

Find a specific Airtable base by its ID.

Retrieve the complete schema for a base, including all tables and their field definitions.

This event is triggered when a captable is created

This event is triggered when a comment is created

This event is triggered when a company is closed

This event is triggered when a company is detail update

This event is triggered when a note is triggered.

This event is triggered when a company is presented

This event is triggered when a contact is created

This event is triggered when a document is deleted

This event is triggered when a metric is disabled

This event is triggered when a metric is enabled

This event is triggered when a scorecard is submitted

This event is triggered when a task is completed

Edits the current list of alternative email addresses by adding new ones and removing deleted entries.

Creates a new comment thread on the specified company.

Partially update a company.

Modifies the properties of an existing metric type for the specified company.

Creates a new note attached to the specified company with optional file attachments.

Creates a new task and associates it with the specified company.

Updates the relationship score between the current user and the contact.

Creates a new contact record in the current workspace.

For every combination of type and format there can be only one dump schedule. When updating the hour, keep in mind that the minimum period between 2 dumps is 24h. This means that if a dump was just generated and the schedule is updated to be 1hr in the future - the next dump will be generated in 25hrs.

Modifies document properties such as name, folder, audiences, keywords, or document type.

Adds a new output field definition to the document analysis with a unique slug.

Sets up a new document analysis configuration in the workspace.

Modifies step properties such as name, prompt, intermediate flag, or processing order.