Data & Docs · CONNECTIONRead Pitchly organizations, workspaces, tables, views, people, teams, audit logs and records, and create, upsert, update and delete records.
Explore 16 workflow actions for Pitchly, 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.
Create up to 10 records in a table.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove choices from a dropdown or dropdown multiple field; answers with the field's choices.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete records by ID or by filter (both: only records matching both). One of them is required, since neither would delete every record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
The current organization and its workspaces.
A person (user) with their team memberships.
A table with its fields (and, for a workspace table, its views).
A team with a page of its people.
A view with its filter, sort and visible fields.
The user or app the access token represents, with its permissions and tier.
A workspace and its tables.
Add choices to a dropdown or dropdown multiple field; answers with the field's choices.
A repeated request may repeat the external action. Review the previous result before retrying a write.
A page of audit log entries, optionally after a time.
A page of a table's records, with filter, search, view, field and ID limits and modified-time windows.
A page of a workspace's members.
Update up to 10 existing records by ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create up to 10 records, or update the existing record whose matchFields values all match.
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 Pitchly. A saved workflow is not a completed provider action.
