DealMachine Airtable

DealMachine + Airtable Integrations, Built by an AI Agent

Put DealMachine + Airtable to work with AI and enterprise-grade automation

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See the kind of workflows teams build with DealMachine and Airtable below — describe the exact one you want above and the Agent builds it on demand.

DealMachine + Airtable When a new prospect is found in DealMachine, add a row to an Airtable base. See details
Build client onboarding hubs for won deals When a deal is won in DealMachine, automatically create a page from a template in Airtable to house client handoff and onboarding materials. See details
Log meeting summary documents to contact timelines When a document is published in Airtable, automatically log an activity on the corresponding contact in DealMachine so sales reps stay updated. See details
Sync document statuses with sales deal stages When a deal stage changed in DealMachine, automatically update the matching project record status in Airtable to keep cross-functional teams informed. See details

Browse the full workflow library →

Looking to achieve something else with DealMachine and Airtable?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for DealMachine and Airtable

Everything DealMachine and Airtable can do inside a workflow — the triggers that start one and the actions that run when it fires.

DealMachine Explore DealMachine →

DealMachine is a real estate lead generation and CRM software that allows investors to track properties, discover owner contacts, and automate direct mail.

Triggers
New Prospect

Fires when a property or person becomes a prospect in DealMachine, whether it was saved in the app, added from a list, or created through the API. Free.

Note Added to Prospect

Fires when someone writes a note on a prospect, from the app, the mobile app, or the API. Free.

Prospect Status Changed

Fires when a prospect moves between Active, Opportunity, and Archived. Narrow it to one destination status to react to new opportunities or archived leads. Free.

Prospect Tagged

Fires when a tag is added to a prospect. Pick a tag to fire only for that one, for example to start a sequence when a lead receives the Probate tag. Free.

Actions
Add File to Prospect

Attach a file from an earlier Zap step to a prospect. Supports files up to 25 MB and records the attachment in the prospect timeline. Free.

Add Note to Prospect

Write a note on a prospect. It shows in the prospect timeline in the app and the mobile app. Free.

Add Prospect

Add a property or person to your prospects. Pass a DealMachine record ID, or a street address to match the property first (address matching uses 1 property credit). Adding an existing prospect returns it unchanged.

Add Tag to Prospect

Tag a prospect. Choose an existing tag, or type a name and DealMachine creates the tag if it does not exist. Free.

Add to List

File properties or people into a DealMachine list. By default they also become prospects, so they show in the Prospects workspace and fire New Prospect. Free.

Change Prospect Status

Move a prospect to Active, Opportunity, or Archived. Archiving also ends its mail and closes open opportunities; list memberships are kept. Free.

Airtable Explore Airtable →

Airtable is a low-code platform that combines spreadsheet features with relational database capabilities for managing structured data.

Triggers
New Record

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

New or Updated Record

Triggers when a record is created or updated.

Actions
Add Comment to Record

Add a comment to an existing record in Airtable.

Create Record

Creates a new record with auto-populating fields.

Create Records (Advanced)

Create up to 10 new records (supports line items).

Create Base

Create a new Airtable base in your workspace.

Create or Update Record

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

Create Table

Create a new table in an existing Airtable base.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about DealMachine + Airtable

Is there a pre-built DealMachine + Airtable automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches DealMachine and Airtable's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built DealMachine or Airtable connector?

No. The Agent works whether or not DealMachine or Airtable already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can closing a deal automatically spin up an onboarding document?

Yes, winning a deal in DealMachine can automatically create a client onboarding hub from a template in Airtable.

How can published client docs update our sales records?

Publishing research notes or customer documents in Airtable can automatically log activities on contact profiles in DealMachine.

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