Creates a new contact.

Creates a new project.

Creates a new household.

Updates an existing contact.

Find or Create a Contact

Triggers when a new row is added to the bottom of a spreadsheet.

Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

Triggers when a worksheet is created in a spreadsheet.

Create a new row in a specific spreadsheet.

Creates a new spreadsheet row at the top of a spreadsheet (after the header row).

Apply conditional formatting to cells in a Google Sheets spreadsheet based on their values.

Creates a new worksheet by copying an existing worksheet.

Creates a new worksheet in a Google Sheet.

Permanently delete a worksheet from a Google Sheets spreadsheet. Warning: This action cannot be undone.

Apply date, number, or style formatting (colors, bold, italic, strikethrough) to a range of cells in a Google Sheets spreadsheet.

Rename a worksheet in a Google Sheets spreadsheet.

Sort data within a specified range in Google Sheets by a chosen column in ascending or descending order.

Update one or more rows in a specific spreadsheet (with line item support).

Find up to 500 rows based on a column and value as line items.

Get data from a specific range in a Google Spreadsheet using A1 notation (e.g., "A1:D10", "B2:E5").

Get a specific spreadsheet row by its row number (ID). Row 1 is typically the header row.

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row.

Finds or creates a specific lookup row.

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 a contact.

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

Triggers when a new spreadsheet is created.

Triggers when a new row is added or modified in a spreadsheet.

Create a new column in a specific spreadsheet.

Create one or more new rows in a specific spreadsheet (with line item support).

Update Google Sheets properties like frozen rows/columns, sheet position, and visibility settings.

Copy data from one range to another within a Google Sheets spreadsheet, with options for what to paste (values, formatting, etc.).

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Format a row in a specific spreadsheet.

Set data validation rules on a range of cells in Google Sheets to control what data can be entered.

Update a row in a specific spreadsheet with optional formatting.

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

Finds a worksheet by title.

Return up to 1,500 rows as a single JSON value or as line items.

Get a specific Google Spreadsheet by its ID. Returns the raw spreadsheet data from the Google Sheets API.

Finds or creates a specific find worksheet.