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 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.

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 a spreadsheet by name, or creates one if none is found.

Finds or creates a specific lookup row.

Triggers when a document is linked to a transaction, purchase order, contact or project.

Triggers when a contact (vendor, crew, company) is added to the workspace.

Triggers when a new transaction (actual) appears in the ledger — from any source: bank feed, card, or manual entry.

Triggers when a purchase order changes status (pending, approved, rejected, actualizing, paid or void). The event field carries the specific status. Use a Filter step to react to a specific status.

Links an uploaded document (e.g. a receipt) to a transaction, purchase order, payment, budget line, contact or project.

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.

Updates an existing transaction (actual) — assign it to a project, contact or budget line, or change its status or notes.

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.

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.).

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 spreadsheet by name.

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 find worksheet.

Triggers when a budget changes (budget, line, phase data, tag assignment, or rate-pack edit) - synthesized so there is no per-edit blind spot.

Triggers when a document (receipt, invoice, contract) is uploaded.

Triggers when a project is created in the workspace.

Triggers when a purchase order is created.

Triggers when a transaction is updated.

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

Creates a purchase order, optionally with line items.

Uploads a document and optionally links it to a transaction, purchase order or contact.

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.