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.

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.

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.

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.