Connect Airtable to Mx Technologies

Both apps 51Airtable 16Mx Technologies 35

• 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 account

  Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution.

• Action
  Add budget

  Creates a budget for a category on an MX user.

• Action
  Add category

  Create a custom category for a user.

• Action
  Add goal

  Create a goal for a user.

• Action
  Add member

  Create a member (connection between a user and a financial institution) to start aggregation.

• Action
  Add transaction

  Creates a manual transaction on a manual account belonging to an MX user.

• Action
  Add user

  Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user.

• Action
  Aggregate member

  Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently.

• Action
  Delete account

  Delete a manually created account.

• Action
  Delete budget

  Deletes a budget belonging to an MX user.

• Action
  Delete category

  Delete a custom category.

• Action
  Delete goal

  Delete a goal.

• Action
  Delete member

  Delete a member connection.

• Action
  Delete user

  Delete a user.

• Action
  Get account

  Read an account's attributes.

• Action
  Get budget

  Retrieves a specific budget for an MX user.

• Action
  Get institution

  Read an institution's attributes.

• Action
  Get member

  Read a member's attributes and connection status.

• Action
  Get merchant

  Returns information about a particular merchant, such as its logo, name, and website.

• Action
  Get transaction

  Read a transaction's attributes.

• Action
  Get user

  Retrieves the attributes of a specific MX user.

• Action
  List accounts

  Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.

• Action
  List categories

  Lists all categories for an MX user, including default and custom categories.

• Action
  List goals

  Lists all goals for an MX user.

• Action
  List institutions

  Lists financial institutions available through MX, optionally filtered by name, country and supported product.

• Action
  List members

  List all members belonging to a user.

• Action
  List merchants

  Lists merchants in the MX system, optionally filtered by a name substring.

• Action
  List transactions

  List all transactions for a user.

• Action
  Update account

  Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata.

• Action
  Update budget

  Update a specific budget.

• Action
  Update category

  Update a custom category.

• Action
  Update goal

  Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.

• Action
  Update member

  Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.

• Action
  Update transaction

  Update a transaction's category, description, or other editable attributes.

• Action
  Update user

  Update a user's attributes.

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