Dealpath Integrations

Creates a new folder within an asset in Dealpath.

Creates a new investment in Dealpath.

Creates a new property in Dealpath.

Deletes a deal from Dealpath. This action cannot be undone.

Clears the value of a custom field on a deal in Dealpath.

Clears the value of a custom field on a property in Dealpath.

Deletes a loan from Dealpath. This action cannot be undone.

Detaches a deal from an investment in Dealpath.

Detaches a property from a deal in Dealpath. Cannot detach if it is the last property on the deal.

Updates an existing asset name in Dealpath.

Updates the workflow status of a deal in Dealpath.

Updates one or more custom fields on a deal.

Updates one or more custom fields on a property.

Updates an existing property name in Dealpath.

Searches for deals, assets, properties, or loans in Dealpath by name, address, or other text. Returns the first matching records for use in later steps.

Retrieves a single deal by ID from Dealpath.

Retrieves all values for a specific field across multiple records in Dealpath.

Retrieves all custom field values for a deal in Dealpath.

Retrieves all custom field values for a loan in Dealpath.

Retrieves a list of files belonging to an asset in Dealpath.

Retrieves a list of file tag definitions from Dealpath.

Retrieves a list of folders belonging to a deal in Dealpath.

Retrieves a list of loans from Dealpath with optional filtering.

Retrieves a single property by ID from Dealpath.

Retrieves role assignments for a deal in Dealpath.

Creates a new folder within a deal in Dealpath.

Creates a new lease in Dealpath.

Deletes an asset from Dealpath. This action cannot be undone.

Clears the value of a custom field on an asset in Dealpath.

Clears the value of a custom field on a loan in Dealpath.

Deletes a property from Dealpath. Cannot delete if it is the last property on a deal or asset.

Detaches a property from an asset in Dealpath. Cannot detach if it is the last property on the asset.

Detaches a property from a loan in Dealpath.

Updates an existing deal name in Dealpath.

Updates one or more custom fields on an asset.

Updates one or more custom fields on a loan.

Updates an existing investment name in Dealpath.

Updates an existing loan name in Dealpath.

Searches for people in your Dealpath organization by name or email address. Returns matching members for use in assigning roles or tasks.

Retrieves a list of assets from Dealpath with optional filtering.

Retrieves a list of deals from Dealpath with optional filtering.

Retrieves all custom field values for an asset in Dealpath.

Retrieves all custom field values for an investment in Dealpath.

Retrieves all custom field values for a property in Dealpath.

Retrieves a list of files belonging to a deal in Dealpath.

Retrieves a list of folders belonging to an asset in Dealpath.

Retrieves a list of investments from Dealpath.

Retrieves a list of properties from Dealpath with optional filtering.

Retrieves role assignments for an asset in Dealpath.