Connect Airtable to Modern Treasury

Both apps 30Airtable 16Modern Treasury 14

• Trigger
  New or Updated Record

  Triggers when a record is created or updated.

• Trigger
  New Record

  Triggers when a new record is created or new or existing records when first added to a selected view.

• Action
  Add Comment to Record

  Add a comment to an existing record in Airtable.

• Action
  Create Base

  Create a new Airtable base in your workspace.

• Action
  Create or Update Record

  Find and update an existing record, or create a new one.

• Action
  Create Record

  Creates a new record with auto-populating fields.

• Action
  Create Table

  Create a new table in an existing Airtable base.

• Action
  Delete Record

  Delete a record in a table.

• Action
  Find Record

  Find a record in a table.

• Action
  Find Record by ID

  Find a specific record using its unique ID.

• Action
  Find Table

  Find tables by searching for a keyword in table name or description.

• Action
  Get All Records

  List all records from a table with pagination support.

• Action
  Get Base Schema

  Retrieve the complete schema for a base, including all tables and their field definitions.

• Action
  List bases

  Lists every Airtable base the connected account can see. Takes no search criterion.

• Action
  Update Multiple Records

  Update up to 10 records at once in a specific table.

• Action
  Update Record

  Update a record in a specific table.

• Action
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.