Creates a new contact.

Creates a new project.

Creates a new household.

Updates an existing contact.

Find or Create a Contact

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.

Adds a new family member to a household.

Creates a new event.

Creates a new task.

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Find a contact.

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