This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

Creates or Updates a Company depending on the match criteria.

Updates a Person depending on the match criteria.

Creates a new Person.

Creates or Updates a Lead depending on the match criteria.

Updates an Opportunity based off of Opportunity ID.

Creates or Updates an Opportunity based off of a match criteria.

Creates a new Project.

Creates or Updates a Project depending on the match criteria.

Searches for an existing activity in Copper.

Searches for an existing person in Copper.

Searches for an existing lead in Copper.

Searches an existing activity in Copper.

Searches an existing person in Copper.

Searches an existing lead in Copper.

Triggers when any new file is added (inside of any folder).

Triggers when a file is added to a chosen folder or shared drive.

Triggers when a file is updated in a specific folder (but not its subfolders).

Permanently delete a file from Google Drive. This action cannot be undone.

Copies an existing file from another service to Google Drive.

Move a file from one folder to another.

Remove specific user access to a file in Google Drive. Requires either email address or permission ID.

Create a new shared drive (also known as Team Drive) in Google Drive.

Create a shortcut to a file.

Update the name of a file or folder.

Get a file or folder by its ID.

Search for a specific file by name.

Finds or creates a specific file v2.

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Updates a Company depending on the match criteria.

Creates a new Company.

Creates or Updates a Person depending on the match criteria.

Updates a Lead depending on the match criteria.

Creates a new Lead.

Updates an Opportunity based off of a match criteria.

Creates a new Opportunity.

Updates a Project depending on the match criteria.

Creates a new Task.

Searches for an existing company in Copper.

Searches for an existing opportunity in Copper.

Searches for an existing project in Copper.

Searches an existing company in Copper.

Searches an existing opportunity in Copper.

Searches an existing project in Copper.

Triggers when a new file is created within, moved to, or uploaded directly to a specific folder. You can optionally include files from its subfolders.

Triggers when a new folder is added directly to a specific folder (but not its subfolders).

Create a copy of the specified file.

Export Google Workspace files (Docs, Sheets, Slides) to different formats like PDF, Word, Excel, etc.

Create a new, empty folder.

Create a new file from plain text.

Upload a file to Drive, that replaces an existing file.

Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.

Update file or folder metadata including name, description, starred status, folder color, and custom properties.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

List all users who have access to a file.

Search for a specific folder by name.

Finds or creates a specific folder v2.