CRM · CONNECTIONSearch companies, read your Aira portfolio, saved views, news, filings and contacts, and run deep company research.
Explore 21 workflow actions for Aira, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add 1 to 100 companies to your portfolio; each newly added company is charged to your plan.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Save a company query for everyone in your organization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a saved view.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read a company: the full record if it is in your portfolio, otherwise a summary.
Read the API key's ID and organization name.
Read the organization's API quotas and usage.
Read a research run and, when completed, its Markdown answer and sources.
Read a saved view and its query.
List a portfolio company's contacts.
List a company's filings by type and date.
List news about a company by language and date.
List the companies your organization holds, newest entry first.
List filings from your portfolio companies.
List news about your portfolio companies.
List research runs by status or company.
List the companies a saved view's query matches now.
List your organization's saved views.
List companies similar to your portfolio.
Search the company universe with a query tree or query string.
Start a deep research run on a portfolio company; it spends your AI budget and takes up to ten minutes.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Rename a saved view or replace its query.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Aira. A saved workflow is not a completed provider action.
