Skill UI

This skill guides users on automating fundraising workflow analysis using local data methods. Since Finta lacks a public API, it teaches how to export pipeline data (CSV) and use Python (Pandas) scripts to calculate key funnel metrics, conversion rates, and generate detailed weekly reports for investor tracking and reporting.

This guide details the operational usage limits for Finta's core features, such as investor pipeline records, deal room creation, and AI suggestions. Since Finta lacks a traditional REST API, limits are defined by plan tiers. It provides reference tables and TypeScript examples for implementing usage tracking, robust webhooks retry strategies, and batch processing to ensure smooth scaling and prevent mid-raise disruptions during integrations.

Provides comprehensive integration patterns for Finta fundraising CRM. This skill details how to connect Finta with external services via CSV processing, email APIs (Gmail/Outlook), webhooks (Zapier/Make), and payment gateways. It is essential for automating investor outreach, syncing complex deal data, and building custom fundraising dashboards throughout the investment lifecycle.

Automate critical business workflows within the Finta platform using built-in rules and Zapier integrations. This tool allows users to trigger external actions based on key events, such as investor replies, pipeline stage changes, or deal room viewing. Ideal for setting up automated follow-up reminders, syncing CRM data to Slack/Google Sheets, and ensuring seamless communication across your fundraising tech stack.

This workflow manages the end-to-end supply chain process using the Flexport API. It allows users to programmatically create purchase orders, book freight shipments (ocean, air, trucking), track real-time shipment milestones (ETD, ETA), and retrieve necessary transit documents like bills of lading. It is essential for building core logistics system integrations.

This workflow manages critical logistics documentation via the Flexport API, including creating commercial invoices for customs clearance, maintaining detailed product catalogs (SKUs, HS codes, costs), and retrieving freight invoices. It is essential for integrating customs documentation, product data management, and billing reconciliation into your supply chain systems.

This guide details strategies to significantly reduce operational costs associated with the Flexport API. It emphasizes replacing inefficient polling mechanisms with webhook-driven updates, implementing smart caching with Time-To-Live (TTL), maximizing pagination size, and setting up robust usage monitoring. Mastering these techniques ensures cost efficiency and scalability for logistics system integrations.

This utility collects comprehensive diagnostic evidence for troubleshooting Flexport API integration issues. It automatically captures API connectivity tests, authentication status, recent error logs, and platform status, packaging them into a secure, redacted bundle ready for support tickets. Ideal for developers encountering persistent API failures.

This guide details how to implement robust Role-Based Access Control (RBAC) for Flexport API integrations. It addresses enterprise needs by allocating scoped API keys and managing permissions at an application layer. Users can define specific roles (Viewer, Operator, Finance, Admin) with granular permissions, ensuring that different user roles can only access necessary endpoints, thereby enhancing security and supporting multi-tenant architectures.

A comprehensive runbook for responding to critical incidents involving Flexport API integrations. It covers various failure scenarios, including complete API outages, webhook delivery loss, and complex supply chain data synchronization issues. The guide provides severity classification (P1-P4), diagnostic commands, and step-by-step playbooks for rapid triage and mitigation.

This guide details how to install and configure authentication methods for the Flexport API. It covers both static API Keys (bearer tokens) and dynamic OAuth credentials (Client ID/Secret) to secure connections for logistics and supply chain operations. Use this when integrating a new application to read, write, or manage shipment data.

This guide establishes a fast, reproducible local development workflow for integrating with Flexport logistics. Since an official SDK is unavailable, it utilizes a typed HTTP client wrapper combined with mock responses. This setup allows developers to quickly set up, test, and iterate on shipment data handling, ensuring robust development cycles without relying on live API access.