Cancel a pending submission, link an actual transaction, mark the order paid, or void it.

Creates a purchase order, optionally with line items.

Finds a contact (vendor, crew, company) by name, company or email. Pair with Create Contact for find-or-create.

Finds purchase orders by number, status, vendor or project.

Fetches the line-item detail of a project budget (account code, name, and per-phase base/fringe/total) — the breakdown behind the topsheet, e.g. for a full budget export to Google Sheets.

Fetches the structured data parsed from an uploaded document — vendor, amount, date and line items — to auto-fill a transaction from a receipt or invoice.

Delete a file from Anthropic

Upload a file to Anthropic

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

Appends text to an existing document.

Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.

Format text in a Google Doc with bold, italic, colors, links, and other styling options.

Insert text at a specific position in a Google Doc.

Replace an existing image in a Google Doc with a new one.

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

Find text in a Google Doc and return its start and end position indexes. Use with Format Text to apply formatting or links to specific text.

Retrieves the full content and metadata of a Google Doc with tabs information by ID.

Creates a contact (vendor, crew member, company) in the workspace. Pair with Find Contact for find-or-create.

Creates a manual transaction in a project.

Finds a document by project, name or status.

Finds transactions (actuals) across the workspace (or a single project) by source, type, status, contact, budget line, date range, amount range or free text.

Fetches a project budget topsheet: engine-computed totals (base, fringe, total) per phase — e.g. for a scheduled sync of actuals and estimates into Google Sheets.

Sends a message to Claude and the model generates the next message in the conversation, storing the messages as you go.

Download file content from Anthropic

Get metadata for a specific file

Triggers when a specific document is updated.

Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.

Find and replace text in a Google Doc with case sensitivity support.

Insert an image at a specific position in a Google Doc.

Create a new document from text. Also supports limited HTML.

Update document properties like background color, margins, and page settings in a Google Doc.

Search for a specific document by name.

Retrieves the full content and metadata of a Google Doc by ID.

Finds or creates a specific document.