What is Rivetpath?
See how a flexible customer workspace changes the way your team works.
Rivetpath docs, guides, integrations, and API references
Everything your team needs to shape a clear customer system—from the first workspace to production integrations.
Find anything: importing, billing, integrations… ⌘ K
Getting started
Understanding records
Learn the basic object that connects every person, company, and process.
Understanding lists
Bring records into purpose-built views for projects, deals, and programs.
How to build a list
Create useful fields, views, and rules without losing the underlying record.
Apps and extensions
Connect the services your team depends on and extend the workspace.
Reference
Workspace
Learn the account structure, settings, and shared workspace vocabulary.
Mail & calendar
Connect communication history and scheduled work to every record.
Imports & exports
Move data into and out of Rivetpath without losing field meaning.
People & permissions
Set roles, access scopes, and team ownership with confidence.
Connections
Understand native links, automation tools, and external services.
Data & syncing
Keep customer details current across the systems that rely on them.
Tips & patterns
Use practical shortcuts and considered workspace conventions.
Account & billing
Manage plans, invoices, workspace owners, and account changes.
Security & privacy
Review controls, retention, data handling, and workspace security.
Support
Find help channels and prepare context for a useful response.
Guides
Forms
Capture consistent information and route each response to the right view.
Tasks & todos
Turn customer changes into clear next actions for the right teammate.
Growth programs
Connect campaigns and acquisition signals to durable customer context.
Relationships & meetings
Link conversations, people, and companies into a navigable history.
Workflows
Build repeatable operating paths that preserve judgment where it matters.