All integrationsAccounting & Finance

Carta

Read company equity, stakeholders, securities, transactions, investment firms and funds.

actions
19
triggers
30

Triggers

Start a workflow when something happens in Carta.

  • New corporations list corporationRuns for each new corporations list corporation in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated corporations list corporationRuns for each corporations list corporation added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New investor capitalization tableRuns for each new investor capitalization table in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated investor capitalization tableRuns for each investor capitalization table added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New investor certificateRuns for each new investor certificate in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated investor certificateRuns for each investor certificate added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New investor firmRuns for each new investor firm in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated investor firmRuns for each investor firm added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New investor fundRuns for each new investor fund in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated investor fundRuns for each investor fund added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New investor investmentRuns for each new investor investment in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated investor investmentRuns for each investor investment added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New investor partner contactRuns for each new investor partner contact in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated investor partner contactRuns for each investor partner contact added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New issuer certificateRuns for each new issuer certificate in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated issuer certificateRuns for each issuer certificate added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New issuer convertible noteRuns for each new issuer convertible note in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated issuer convertible noteRuns for each issuer convertible note added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New issuer interestRuns for each new issuer interest in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated issuer interestRuns for each issuer interest added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New issuer issuerRuns for each new issuer issuer in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated issuer issuerRuns for each issuer issuer added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New issuer option exerciseRuns for each new issuer option exercise in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated issuer option exerciseRuns for each issuer option exercise added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New issuer option grantRuns for each new issuer option grant in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated issuer option grantRuns for each issuer option grant added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New issuer stakeholderRuns for each new issuer stakeholder in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated issuer stakeholderRuns for each issuer stakeholder added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New issuer vesting schedule templateRuns for each new issuer vesting schedule template in Carta. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New or updated issuer vesting schedule templateRuns for each issuer vesting schedule template added or changed in Carta. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.

Actions

Steps a workflow can run in Carta.

  • Corporations list corporationsCorporations list corporations in Carta.
  • Investor list capitalization tablesInvestor list capitalization tables in Carta.
  • Investor list certificatesInvestor list certificates in Carta.
  • Investor list firmsInvestor list firms in Carta.
  • Investor list fundsInvestor list funds in Carta.
  • Investor list investmentsInvestor list investments in Carta.
  • Investor list partner contactsInvestor list partner contacts in Carta.
  • Issuer get capitalization tableIssuer get capitalization table in Carta.
  • Issuer get stakeholderIssuer get stakeholder in Carta.
  • Issuer list certificatesIssuer list certificates in Carta.
  • Issuer list convertible notesIssuer list convertible notes in Carta.
  • Issuer list interestsIssuer list interests in Carta.
  • Issuer list issuersIssuer list issuers in Carta.
  • Issuer list option exercisesIssuer list option exercises in Carta.
  • Issuer list option grantsIssuer list option grants in Carta.
  • Issuer list stakeholdersIssuer list stakeholders in Carta.
  • Issuer list transactionsIssuer list transactions in Carta.
  • Issuer list vesting schedule templatesIssuer list vesting schedule templates in Carta.
  • Get current userGet current user in Carta.

Automate Carta with Lodol.

Connect Carta, then hand Lodol the job in Slack, Claude or ChatGPT.

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