API and Integrations - Zapier Integration | support.carta.com

Zapier Integration

Zapier is a product that allows end users to integrate the web applications they use and automate workflows. It connects to more than 5,000 apps, with free and paid plans including other tools in the VC tech stack such as AirTable, Affinity, etc.

Fund Forecasting Zapier App

Fund Forecasting is available on Zapier as a Zapier Action. You can set up Triggers from other applications to automatically add an investment into your Fund Forecasting fund model.

Requirements

To set up a Zapier integration, please have the following:

• a Zapier account
• your Fund Forecasting API Key (you can email us at fund-forecasting@carta.com to obtain one)
• your Fund ID (this is shown on your home screen)

Quick Start

• Follow the steps on Zapier to Create a New Zap

• Set up a Trigger with the app from where you want to obtain investment-related data

• Set up an Action and select Fund Forecasting

• Under Event, select Create a New Investment

• When asked to authenticate with Fund Forecasting, enter your Fund Forecasting API Key and Fund ID

• To set up the Action, follow the instructions to map your incoming data into specific Fund Forecasting fields (such as Company Name, Investment Date, etc.)

Keep in mind

• The Fund Forecasting Zapier Action will enable you to define an investment, associated metadata (sector, geography, etc.), and its initial round only. Any follow-on rounds will not be captured with the API or Zapier approach. To create a new investment with multiple rounds, please use the provided Bulk Upload Excel option.
• If your Zap triggers multiple times for the same investment, that investment will be added multiple times into Fund Forecasting. Please ensure you have the appropriate triggers or filters set up in Fund Forecasting to avoid duplication of investments into Fund Forecasting.
• Only 1 investment can be added at a time. To add multiple investments, use the Bulk Upload option or the API method.