Creates a new contact.

Creates a new project.

Creates a new household.

Find a contact.

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

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.

Adds a new family member to a household.

Creates a new event.

Creates a new task.

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Find or Create a Contact

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 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.