Triggers when a specific field on a person changes in your Pipeline CRM account. Select which field to watch.

Creates a new activity (note) on a person, company, or deal. Use this to log meeting notes, call summaries, or any record of interaction — each activity is added to the timeline, not overwritten.

Creates a new calendar task in your Pipeline CRM account.

Creates a new deal in your Pipeline CRM account.

Find an existing user on your Pipeline CRM account.

Updates an existing calendar event in your Pipeline CRM account.

Updates an existing company in your Pipeline CRM account.

Updates an existing person in your Pipeline CRM account.

Find an existing activity or note in your Pipeline CRM account.

Find an existing deal in your Pipeline CRM account.

Find an existing user on your Pipeline CRM account.

Find or Create Deal

Triggers when a new record is created or new or existing records when first added to a selected view.

Add a comment to an existing record in Airtable.

Create up to 10 new records (supports line items).

Find and update an existing record, or create a new one.

Delete a record in a table.

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

Find a record in a table.

Find tables by searching for a keyword in table name or description.

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

Converts an existing company to a customer in your Pipeline CRM account.

Creates a new calendar event in your Pipeline account.

Creates a new company in your Pipeline CRM account.

Creates a new person in your Pipeline CRM account.

Moves a deal to next stage.

Updates an existing calendar task in your Pipeline CRM account.

Updates an existing deal in your Pipeline CRM account.

Uploads a document from a URL and attaches it to a deal, person, or company in your Pipeline CRM account.

Find an existing company in your Pipeline CRM account.

Find an existing person on your Pipeline account.

Find or Create Company

Find or Create Person

Triggers when a record is created or updated.

Creates a new record with auto-populating fields.

Create a new Airtable base in your workspace.

Create a new table in an existing Airtable base.

Update a record in a specific table.

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 table 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.