Edda and Salesflare

Productivity edda.co ↗

How to connect Edda

Via Zapier — 332 operations available. Set it up ↗

What you can automate

When comment Created in Edda, create internal note in Salesflare.
When company Created in Edda, find or create account in Salesflare.
When company Note Created in Edda, find or create account in Salesflare.
When company Page Export Created in Edda, find or create account in Salesflare.
When contact Created in Edda, find or create contact in Salesflare.
When email Added in Edda, find or create contact in Salesflare.

About Edda

Edda is a collaborative platform for investors to manage deal flow, portfolio, and network, enhancing productivity with flexible, integrated tools.

Edda operations on Zapier

Triggers (48)

Start a workflow when this happens

Captable Created — This event is triggered when a captable is created
Captable Created — This event is triggered when a captable is created
Captable Updated — This event is triggered when a captable is updated
Captable Updated — This event is triggered when a captable is updated
Comment Created — This event is triggered when a comment is created

Show 43 more triggers

Comment Created — This event is triggered when a comment is created
Company Autofilled — This event is triggered when a company is autofilled
Company Autofilled — This event is triggered when a company is autofilled
Company Closed — This event is triggered when a company is closed
Company Closed — This event is triggered when a company is closed
Company Created — This event is triggered when a company is created
Company Created — This event is triggered when a company is created
Company Detail Update — This event is triggered when a company is detail update
Company Detail Update — This event is triggered when a company is detail update
Company Moved — This event is triggered when a company is moved
Company Moved — This event is triggered when a company is moved
Company Note Created — This event is triggered when a note is triggered.
Company Note Created — This event is triggered when a note is triggered.
Company Page Export Created — This event is triggered when a company is page export created
Company Page Export Created — This event is triggered when a company is page export created
Company Presented — This event is triggered when a company is presented
Company Presented — This event is triggered when a company is presented
Company Shared — This event is triggered when a company is shared
Company Shared — This event is triggered when a company is shared
Contact Created — This event is triggered when a contact is created
Contact Created — This event is triggered when a contact is created
Document Attached — This event is triggered when a document is attached
Document Attached — This event is triggered when a document is attached
Document Deleted — This event is triggered when a document is deleted
Document Deleted — This event is triggered when a document is deleted
Email Added — This event is triggered when a email is added
Email Added — This event is triggered when a email is added
Metric Disabled — This event is triggered when a metric is disabled
Metric Disabled — This event is triggered when a metric is disabled
Metric Edited — This event is triggered when a metric is edited
Metric Edited — This event is triggered when a metric is edited
Metric Enabled — This event is triggered when a metric is enabled
Metric Enabled — This event is triggered when a metric is enabled
Metric Update — This event is triggered when a metric is update
Metric Update — This event is triggered when a metric is update
Scorecard Submitted — This event is triggered when a scorecard is submitted
Scorecard Submitted — This event is triggered when a scorecard is submitted
Scorecard Template Selected — This event is triggered when a scorecard is template selected
Scorecard Template Selected — This event is triggered when a scorecard is template selected
Task Completed — This event is triggered when a task is completed
Task Completed — This event is triggered when a task is completed
Task Created — This event is triggered when a task is created
Task Created — This event is triggered when a task is created

Actions (92)

Things Salesflare can make it do

Create a company event. — Creates a new event linked to the specified company and its pipeline.
Create a company event. — Creates a new event linked to the specified company and its pipeline.
Create a folder. — Creates a new folder with an optional parent path and shared visibility setting.
Create a folder. — Creates a new folder with an optional parent path and shared visibility setting.
Create a new company in the specified pipeline. — Creates a company and places it in the pipeline's NEW stage. Version 1: Creating an autofilled company (for example use an existing Crunchbase company to seed initial data), Version 2: Creating a repeat submission (use an existing company to seed initial data), Version 3: Creating a blank company.

Show 87 more actions

Create a new company in the specified pipeline. — Creates a company and places it in the pipeline's NEW stage. Version 1: Creating an autofilled company (for example use an existing Crunchbase company to seed initial data), Version 2: Creating a repeat submission (use an existing company to seed initial data), Version 3: Creating a blank company.
Create a new company in the specified stage. — Creates a company and places it directly into the specified stage.
Create a new company in the specified stage. — Creates a company and places it directly into the specified stage.
Create a new contact. — Creates a new contact record in the current workspace.
Create a new contact. — Creates a new contact record in the current workspace.
Create a new document analysis field. — Adds a new output field definition to the document analysis with a unique slug.
Create a new document analysis field. — Adds a new output field definition to the document analysis with a unique slug.
Create a new document analysis step. — Adds a new processing step with prompt and ordering to the document analysis.
Create a new document analysis step. — Adds a new processing step with prompt and ordering to the document analysis.
Create a new dropdown option for a filter field. — Adds a new option value to the specified filter table.
Create a new dropdown option for a filter field. — Adds a new option value to the specified filter table.
Create a new email. — Creates a new email record in the workspace and links it to the current user.
Create a new email. — Creates a new email record in the workspace and links it to the current user.
Create a new task. — Creates a new task and associates it with the specified company.
Create a new task. — Creates a new task and associates it with the specified company.
Create a source for a company. — Records a new deal source entry for the specified company.
Create a source for a company. — Records a new deal source entry for the specified company.
Create or update a data dump schedule — 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.
Create or update a data dump schedule — 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.
Creates a document analysis. — Sets up a new document analysis configuration in the workspace.
Creates a document analysis. — Sets up a new document analysis configuration in the workspace.
Creates a new comment for the contact. — Posts a new comment on the specified contact.
Creates a new comment for the contact. — Posts a new comment on the specified contact.
Manually update relationship intelligence strength. — Updates the relationship score between the current user and the contact.
Manually update relationship intelligence strength. — Updates the relationship score between the current user and the contact.
Moves a company into this stage. — Transfers a company to the specified stage and triggers movement notifications.
Moves a company into this stage. — Transfers a company to the specified stage and triggers movement notifications.
Partially update a company. — Partially update a company.
Partially update a company. — Partially update a company.
Posts a new comment on a company. — Creates a new comment thread on the specified company.
Posts a new comment on a company. — Creates a new comment thread on the specified company.
Posts a new comment on a note. — Creates a new comment on the specified note and notifies the note author.
Posts a new comment on a note. — Creates a new comment on the specified note and notifies the note author.
Posts a new note. — Creates a new note attached to the specified company with optional file attachments.
Posts a new note. — Creates a new note attached to the specified company with optional file attachments.
Runs a document analysis. — Initiates an AI-powered analysis of the document using the specified analysis configuration.
Runs a document analysis. — Initiates an AI-powered analysis of the document using the specified analysis configuration.
Starts a new review within a specific template. — Creates a new review session or returns an existing in-progress one.
Starts a new review within a specific template. — Creates a new review session or returns an existing in-progress one.
Store a metric type. — Creates a new metric type definition and associates it with the company.
Store a metric type. — Creates a new metric type definition and associates it with the company.
Store a metric. — Creates a new metric value entry for the specified metric type and company.
Store a metric. — Creates a new metric value entry for the specified metric type and company.
Store a review template. — Creates a new review template configuration in the workspace.
Store a review template. — Creates a new review template configuration in the workspace.
Tag a stage. — Associates a tag with the specified stage.
Tag a stage. — Associates a tag with the specified stage.
Update a contact. — Modifies the details of an existing contact record.
Update a contact. — Modifies the details of an existing contact record.
Update a folder. — Modifies folder properties such as name or parent folder.
Update a folder. — Modifies folder properties such as name or parent folder.
Update a metric type. — Modifies the properties of an existing metric type for the specified company.
Update a metric type. — Modifies the properties of an existing metric type for the specified company.
Update a metric. — Modifies the value or properties of an existing metric entry.
Update a metric. — Modifies the value or properties of an existing metric entry.
Update an email. — Modifies the properties of an existing email record.
Update an email. — Modifies the properties of an existing email record.
Update pipeline workspace. — 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.
Update pipeline workspace. — 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.
Update user workspace. — Modifies various settings for the authenticated user. "User workspace" acts as a data store for all kinds of user-level settings throughout the app. Example: clicking "don't show this again" will update this store in order to remember your choice.
Update user workspace. — Modifies various settings for the authenticated user. "User workspace" acts as a data store for all kinds of user-level settings throughout the app. Example: clicking "don't show this again" will update this store in order to remember your choice.
Update user. — Modifies the profile details of the specified user.
Update user. — Modifies the profile details of the specified user.
Updates a company comment. — Modifies the content of an existing comment on a company.
Updates a company comment. — Modifies the content of an existing comment on a company.
Updates a contact comment. — Modifies the content of an existing comment on a contact.
Updates a contact comment. — Modifies the content of an existing comment on a contact.
Updates a document analysis field. — Modifies field properties such as name, description, style, type, or display order.
Updates a document analysis field. — Modifies field properties such as name, description, style, type, or display order.
Updates a document analysis step. — Modifies step properties such as name, prompt, intermediate flag, or processing order.
Updates a document analysis step. — Modifies step properties such as name, prompt, intermediate flag, or processing order.
Updates a document analysis. — Modifies the name of an existing document analysis configuration.
Updates a document analysis. — Modifies the name of an existing document analysis configuration.
Updates a document. — Modifies document properties such as name, folder, audiences, keywords, or document type.
Updates a document. — Modifies document properties such as name, folder, audiences, keywords, or document type.
Updates a note comment. — Modifies the content and attached files of an existing note comment.
Updates a note comment. — Modifies the content and attached files of an existing note comment.
Updates a review template. — Modifies the properties of an existing review template.
Updates a review template. — Modifies the properties of an existing review template.
Updates a specific note. — Modifies the content, title, or attached files of an existing note.
Updates a specific note. — Modifies the content, title, or attached files of an existing note.
Updates a task. — Modifies the properties of an existing task such as status, schedule date, or assigned users.
Updates a task. — Modifies the properties of an existing task such as status, schedule date, or assigned users.
Updates alternative email addresses. — Edits the current list of alternative email addresses by adding new ones and removing deleted entries.
Updates alternative email addresses. — Edits the current list of alternative email addresses by adding new ones and removing deleted entries.
Upload Document to Company — Uploads a document to a company in Edda at a specified folder path.
Upload Document to Company — Uploads a document to a company in Edda at a specified folder path.

Searches (192)

Look up existing records

Contact fetch based on contact email. — Retrieves all contacts in the workspace (potentially filtering by email).
Contact fetch based on contact email. — Retrieves all contacts in the workspace (potentially filtering by email).
Fetch a single email. — Retrieves a specific email with its linked companies, contacts, and attachments.
Fetch a single email. — Retrieves a specific email with its linked companies, contacts, and attachments.
Fetch a specific document analysis result. — Retrieves the analysis output including extracted data and result document.

Show 187 more searches

Fetch a specific document analysis result. — Retrieves the analysis output including extracted data and result document.
Fetch all emails in a workspace. — Retrieves a paginated list of emails accessible to the current user.
Fetch all emails in a workspace. — Retrieves a paginated list of emails accessible to the current user.
Fetch company based on company id. — Retrieves detailed company information including score, stage, referents, and pipeline data.
Fetch company based on company id. — Retrieves detailed company information including score, stage, referents, and pipeline data.
Get a list of available apps. — Retrieves all applications available to the current user. Example: Dealflow might not be available to you if you're not a member of any pipelines.
Get a list of available apps. — Retrieves all applications available to the current user. Example: Dealflow might not be available to you if you're not a member of any pipelines.
Get a list of available fields in a workspace. — Retrieves all default and custom fields configured for the workspace.
Get a list of available fields in a workspace. — Retrieves all default and custom fields configured for the workspace.
Get a list of data dump schedules in the workspace. — Retrieves all configured data export schedules for the current workspace.
Get a list of data dump schedules in the workspace. — Retrieves all configured data export schedules for the current workspace.
Get a list of document analysis results. — Retrieves paginated analysis results for documents belonging to the specified company.
Get a list of document analysis results. — Retrieves paginated analysis results for documents belonging to the specified company.
Get a list of users in workspace. — Retrieves all users belonging to the current workspace sorted alphabetically.
Get a list of users in workspace. — Retrieves all users belonging to the current workspace sorted alphabetically.
Get a list of valid candidates for the company owner. — Returns users with administrator, moderator, or investor roles in the pipeline.
Get a list of valid candidates for the company owner. — Returns users with administrator, moderator, or investor roles in the pipeline.
Get a single data dump schedule. — Retrieves a specific data dump schedule with its download URL.
Get a single data dump schedule. — Retrieves a specific data dump schedule with its download URL.
Get a single field. — Retrieves the definition of a specific default or custom field.
Get a single field. — Retrieves the definition of a specific default or custom field.
Get document analysis fields. — Retrieves all output fields defined for the specified document analysis.
Get document analysis fields. — Retrieves all output fields defined for the specified document analysis.
Get document analysis steps. — Retrieves all processing steps defined for the specified document analysis.
Get document analysis steps. — Retrieves all processing steps defined for the specified document analysis.
Get field options. — Retrieves paginated dropdown options for list and tag type fields.
Get field options. — Retrieves paginated dropdown options for list and tag type fields.
Get stage tags. — Retrieves all tags associated with the specified stage.
Get stage tags. — Retrieves all tags associated with the specified stage.
Get the currently logged-in user. — Retrieves the authenticated user's profile with permissions, search preferences, and workspace configuration.
Get the currently logged-in user. — Retrieves the authenticated user's profile with permissions, search preferences, and workspace configuration.
Returns a list of captables attached to the company. — Retrieves all cap table records with their creators for the specified company.
Returns a list of captables attached to the company. — Retrieves all cap table records with their creators for the specified company.
Returns a list of comments attached to the company. — Retrieves top-level company comments with replies, attachments, and reactions.
Returns a list of comments attached to the company. — Retrieves top-level company comments with replies, attachments, and reactions.
Returns a list of comments attached to the contact. — Retrieves all comments with their authors sorted by newest first.
Returns a list of comments attached to the contact. — Retrieves all comments with their authors sorted by newest first.
Returns a list of contacts attached to the company. — Retrieves all contacts linked to the specified company.
Returns a list of contacts attached to the company. — Retrieves all contacts linked to the specified company.
Returns a list of document analyses. — Retrieves all document analysis configurations available in the workspace.
Returns a list of document analyses. — Retrieves all document analysis configurations available in the workspace.
Returns a list of documents attached to the company. — Retrieves files and folders at the root level with optional search filtering.
Returns a list of documents attached to the company. — Retrieves files and folders at the root level with optional search filtering.
Returns a list of dropdown options for a filter field. — Searches and retrieves available options for the specified filter field or table.
Returns a list of dropdown options for a filter field. — Searches and retrieves available options for the specified filter field or table.
Returns a list of emails attached to the company. — Retrieves paginated emails linked to the company with their attachments and reactions.
Returns a list of emails attached to the company. — Retrieves paginated emails linked to the company with their attachments and reactions.
Returns a list of emails attached to the contact. — Retrieves all emails linked to the specified contact.
Returns a list of emails attached to the contact. — Retrieves all emails linked to the specified contact.
Returns a list of events attached to the company. — Retrieves all events attached to a company with participants and emails sorted by date.
Returns a list of events attached to the company. — Retrieves all events attached to a company with participants and emails sorted by date.
Returns a list of fields attached to the company. — Retrieves all custom and default field values configured for the specified company.
Returns a list of fields attached to the company. — Retrieves all custom and default field values configured for the specified company.
Returns a list of filtered companies. — Retrieves companies matching the specified pipeline filters and group ordering for review.
Returns a list of filtered companies. — Retrieves companies matching the specified pipeline filters and group ordering for review.
Returns a list of investor details attached to the company. — Retrieves all investor detail records sorted by latest update.
Returns a list of investor details attached to the company. — Retrieves all investor detail records sorted by latest update.
Returns a list of last funding investor details for a company. — Retrieves investor details from the most recent funding round.
Returns a list of last funding investor details for a company. — Retrieves investor details from the most recent funding round.
Returns a list of metrics attached to the company. — Retrieves all metric types and their values tracked for the specified company.
Returns a list of metrics attached to the company. — Retrieves all metric types and their values tracked for the specified company.
Returns a list of news attached to the company. — Fetches recent news articles related to the company from the external news service.
Returns a list of news attached to the company. — Fetches recent news articles related to the company from the external news service.
Returns a list of notes attached to the company. — Retrieves all notes with their documents, reactions, and authors sorted by newest first.
Returns a list of notes attached to the company. — Retrieves all notes with their documents, reactions, and authors sorted by newest first.
Returns a list of owners attached to the company. — Retrieves all users assigned as referents for the specified company.
Returns a list of owners attached to the company. — Retrieves all users assigned as referents for the specified company.
Returns a list of scorecards attached to the company. — Retrieves scoring data computed for the specified company.
Returns a list of scorecards attached to the company. — Retrieves scoring data computed for the specified company.
Returns a list of sources attached to the company. — Retrieves all deal sources with their names, companies, referents, and types.
Returns a list of sources attached to the company. — Retrieves all deal sources with their names, companies, referents, and types.
Returns a list of tasks attached to the company. — Retrieves all tasks associated with the specified company sorted by latest update.
Returns a list of tasks attached to the company. — Retrieves all tasks associated with the specified company sorted by latest update.
Returns a review instance. — Retrieves a specific review with its template, companies, and currency information.
Returns a review instance. — Retrieves a specific review with its template, companies, and currency information.
Returns a single company captable object. — Retrieves a specific cap table with its items, stage of investment, and creator details.
Returns a single company captable object. — Retrieves a specific cap table with its items, stage of investment, and creator details.
Returns a specific company comment. — Retrieves a single comment with its author, replies, attachments, and reactions.
Returns a specific company comment. — Retrieves a single comment with its author, replies, attachments, and reactions.
Returns a specific contact comment. — Retrieves a single contact comment with its author and associated contact.
Returns a specific contact comment. — Retrieves a single contact comment with its author and associated contact.
Returns a specific contact. — Retrieves detailed contact information including language, country, and relationship strength data.
Returns a specific contact. — Retrieves detailed contact information including language, country, and relationship strength data.
Returns a specific document analysis field. — Retrieves the field definition including its name, type, style, and display settings.
Returns a specific document analysis field. — Retrieves the field definition including its name, type, style, and display settings.
Returns a specific document analysis step. — Retrieves the step definition including its name, prompt, and ordering.
Returns a specific document analysis step. — Retrieves the step definition including its name, prompt, and ordering.
Returns a specific document analysis. — Retrieves the analysis configuration with its steps and fields.
Returns a specific document analysis. — Retrieves the analysis configuration with its steps and fields.
Returns a specific document. — Retrieves detailed document information including preview and download URLs.
Returns a specific document. — Retrieves detailed document information including preview and download URLs.
Returns a specific fund. — Retrieves detailed fund information including users and company status counts.
Returns a specific fund. — Retrieves detailed fund information including users and company status counts.
Returns a specific note. — Retrieves detailed note information including documents, reactions, company, and author.
Returns a specific note. — Retrieves detailed note information including documents, reactions, company, and author.
Returns a specific pipeline. — Retrieves detailed pipeline information with company count.
Returns a specific pipeline. — Retrieves detailed pipeline information with company count.
Returns a specific review template. — Retrieves the review template with hydrated filter configuration.
Returns a specific review template. — Retrieves the review template with hydrated filter configuration.
Returns a specific stage. — Retrieves detailed stage information including company count.
Returns a specific stage. — Retrieves detailed stage information including company count.
Returns a task. — Retrieves a specific task with its assigned users.
Returns a task. — Retrieves a specific task with its assigned users.
Returns a temporary document download link. — Generates a short-lived URL for direct file download from the storage provider.
Returns a temporary document download link. — Generates a short-lived URL for direct file download from the storage provider.
Returns all audiences. — Retrieves all user groups configured as audiences in the workspace.
Returns all audiences. — Retrieves all user groups configured as audiences in the workspace.
Returns all companies (sorted by latest) — Returns data about all companies in a workspace.
Returns all companies (sorted by latest) — Returns data about all companies in a workspace.
Returns all companies that belong to a pipeline. — Retrieves a paginated list of companies with expandable relations.
Returns all companies that belong to a pipeline. — Retrieves a paginated list of companies with expandable relations.
Returns all company captables in the workspace. — Retrieves a paginated list of all cap tables across companies in the workspace.
Returns all company captables in the workspace. — Retrieves a paginated list of all cap tables across companies in the workspace.
Returns all company data. — Aggregates fields, notes, comments, metrics, owners, contacts, news, tasks, cap tables, events, and sources into a single export.
Returns all company data. — Aggregates fields, notes, comments, metrics, owners, contacts, news, tasks, cap tables, events, and sources into a single export.
Returns all document keywords. — Retrieves all document keywords configured in the workspace.
Returns all document keywords. — Retrieves all document keywords configured in the workspace.
Returns all document types. — Retrieves all available document type categories.
Returns all document types. — Retrieves all available document type categories.
Returns all documents sorted by newest. — Retrieves a filtered and paginated list of documents in the workspace.
Returns all documents sorted by newest. — Retrieves a filtered and paginated list of documents in the workspace.
Returns all funds. — Retrieves all active funds accessible to the current user with company counts.
Returns all funds. — Retrieves all active funds accessible to the current user with company counts.
Returns all metric types. — Retrieves all metric types defined in the workspace sorted alphabetically.
Returns all metric types. — Retrieves all metric types defined in the workspace sorted alphabetically.
Returns all notes. — Retrieves a paginated list of all notes across accessible pipelines and funds.
Returns all notes. — Retrieves a paginated list of all notes across accessible pipelines and funds.
Returns all pipelines. — Retrieves all pipelines accessible to the current user with company counts.
Returns all pipelines. — Retrieves all pipelines accessible to the current user with company counts.
Returns all stages of investment. — Retrieves all investment stages configured in the workspace sorted by priority.
Returns all stages of investment. — Retrieves all investment stages configured in the workspace sorted by priority.
Returns all stages. — Retrieves all stages across the user's accessible pipelines with company counts.
Returns all stages. — Retrieves all stages across the user's accessible pipelines with company counts.
Returns all tasks. — Retrieves a paginated list of tasks across accessible pipelines and funds, optionally filtered by date range.
Returns all tasks. — Retrieves a paginated list of tasks across accessible pipelines and funds, optionally filtered by date range.
Returns all timelines for a company. — Retrieves a paginated activity timeline with optional filtering by action type.
Returns all timelines for a company. — Retrieves a paginated activity timeline with optional filtering by action type.
Returns all timelines in a workspace. — Retrieves a paginated activity timeline across all accessible pipelines and funds with optional action filtering.
Returns all timelines in a workspace. — Retrieves a paginated activity timeline across all accessible pipelines and funds with optional action filtering.
Returns all user's notifications. — Retrieves a paginated list of notifications for the current user, optionally filtered by app.
Returns all user's notifications. — Retrieves a paginated list of notifications for the current user, optionally filtered by app.
Returns alternative email addresses. — Retrieves all alternative email addresses configured for the current user in the workspace.
Returns alternative email addresses. — Retrieves all alternative email addresses configured for the current user in the workspace.
Returns an event. — Retrieves a specific event with its company, creator, emails, and participants.
Returns an event. — Retrieves a specific event with its company, creator, emails, and participants.
Returns comments for a specific note. — Retrieves all comments with their authors, reactions, and documents.
Returns comments for a specific note. — Retrieves all comments with their authors, reactions, and documents.
Returns companies belonging to a fund. — Retrieves a paginated list of companies in the fund with optional status filtering.
Returns companies belonging to a fund. — Retrieves a paginated list of companies in the fund with optional status filtering.
Returns companies belonging to a specific stage. — Retrieves a paginated list of companies, optionally filtered by date range using timeline history.
Returns companies belonging to a specific stage. — Retrieves a paginated list of companies, optionally filtered by date range using timeline history.
Returns companies matching a search string. — Searches companies by name across all accessible pipelines with optional fuzzy matching. Fuzzy matching will correct for typos.
Returns companies matching a search string. — Searches companies by name across all accessible pipelines with optional fuzzy matching. Fuzzy matching will correct for typos.
Returns external contacts. — Retrieves a paginated list of contacts not associated with any company.
Returns external contacts. — Retrieves a paginated list of contacts not associated with any company.
Returns fund types. — Retrieves all available fund type categories sorted by identifier.
Returns fund types. — Retrieves all available fund type categories sorted by identifier.
Returns internal contacts. — Retrieves a paginated list of contacts linked to companies.
Returns internal contacts. — Retrieves a paginated list of contacts linked to companies.
Returns latest comments (all types) from Portfolio and Dealflow. — Retrieves a paginated list of top-level comments across all accessible companies.
Returns latest comments (all types) from Portfolio and Dealflow. — Retrieves a paginated list of top-level comments across all accessible companies.
Returns latest news for all companies. — Fetches recent news articles from the external news service for the workspace's companies.
Returns latest news for all companies. — Fetches recent news articles from the external news service for the workspace's companies.
Returns list of activities. — Retrieves all activities available in the current workspace sorted alphabetically.
Returns list of activities. — Retrieves all activities available in the current workspace sorted alphabetically.
Returns list of countries. — Retrieves all countries sorted alphabetically by name.
Returns list of countries. — Retrieves all countries sorted alphabetically by name.
Returns notes created by the current user. — Retrieves a paginated list of notes authored by the authenticated user.
Returns notes created by the current user. — Retrieves a paginated list of notes authored by the authenticated user.
Returns review templates belonging to a specific pipeline. — Retrieves all review templates configured for the pipeline sorted by identifier.
Returns review templates belonging to a specific pipeline. — Retrieves all review templates configured for the pipeline sorted by identifier.
Returns reviews belonging to a specific pipeline. — Retrieves a paginated list of reviews with their templates and download URLs.
Returns reviews belonging to a specific pipeline. — Retrieves a paginated list of reviews with their templates and download URLs.
Returns reviews belonging to a specific review template. — Retrieves all reviews created from the specified template with download URLs.
Returns reviews belonging to a specific review template. — Retrieves all reviews created from the specified template with download URLs.
Returns several key metrics for Portfolio and Dealflow. — Calculates and returns dealflow company counts, before-final-stage counts, portfolio counts, and IRR percentages.
Returns several key metrics for Portfolio and Dealflow. — Calculates and returns dealflow company counts, before-final-stage counts, portfolio counts, and IRR percentages.
Returns stages belonging to a pipeline. — Retrieves all stages with company counts.
Returns stages belonging to a pipeline. — Retrieves all stages with company counts.
Returns tasks assigned to the current user. — Retrieves a paginated list of tasks where the authenticated user is an assignee.
Returns tasks assigned to the current user. — Retrieves a paginated list of tasks where the authenticated user is an assignee.
Returns the most recent files for a company. — Retrieves a paginated list of the latest documents uploaded to the company.
Returns the most recent files for a company. — Retrieves a paginated list of the latest documents uploaded to the company.
Returns the most recent submissions for a company. — Retrieves all versions (or "submissions") of the company sorted by their submission date. Since Dealflow supports "company versioning" there can be multiple companies entered into Dealflow which map to the same real-world company and only the latest one to enter is displayed in the UI and taken into account in stats (it's referred to as the "active submission").
Returns the most recent submissions for a company. — Retrieves all versions (or "submissions") of the company sorted by their submission date. Since Dealflow supports "company versioning" there can be multiple companies entered into Dealflow which map to the same real-world company and only the latest one to enter is displayed in the UI and taken into account in stats (it's referred to as the "active submission").
Returns user's notifications that belong to a pipeline. — Retrieves paginated notifications filtered by the specified pipeline.
Returns user's notifications that belong to a pipeline. — Retrieves paginated notifications filtered by the specified pipeline.