Triggers when an inheritance can materially impact a client's financial picture, creating the need to reassess goals, tax considerations, and long-term planning.

Triggers when changing jobs affects income, and serves as an important opportunity to reassess their financial plan.

Triggers when the client moving creates the need to update their address and other personal data.

Triggers when purchasing property is a major financial milestone that impacts cash flow, debt, and long-term goals, prompting a timely review of the client's financial plan.

Triggers when the client refers or plans to refer the financial advisor, creating the possibility to follow up on a potential new client.

Triggers when the client's retirement can fundamentally impact their lives, creating the need for financial and tax planning.

Triggers when a widowing significantly affects a client's household and serves as an important opportunity to reassess their financial plan.

Triggers when an event is cancelled or deleted.

Triggers when a specified amount of time before an event starts.

Triggers when an event is created.

Invites one or more person to an existing event.

Deletes an event.

Create an event from a piece of text. Google parses the text for date, time, and description info.

Removes one or more attendees from an existing event.

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

Finds events in your calendar. Returns up to 250 matching events.

Get comprehensive list of calendars accessible to the user with their properties and access levels. Returns up to 250 matching calendars.

Finds or creates events.

Triggers when an interest of the client is detected, creating the opportunity to build rapport with them.

Triggers when a marriage significantly affects a client's household and serves as an important opportunity to reassess their financial plan.

Triggers when a pet of the client is detected, creating the opportunity to build rapport with them based on this information.

Triggers when selling property is a major financial milestone that impacts cash flow, debt, and long-term goals, prompting a timely review of the client's financial plan.

Triggers when a religious affiliation of the client is detected, creating the opportunity to build rapport with them based on this information.

Triggers when a Meeting finished in Zocks.

Triggers when the client traveling creates an opportunity to build rapport or send them personalized messages.

Triggers when an event ends.

Triggers when an event is created or updated (except when it's cancelled).

Triggers when an event is created or updated to match the search.

Creates a new calendar.

Create an event by defining each field.

Move an event from one calendar to another calendar.

Updates an event. Only filled fields are updated.

Finds a specific event by its ID in your calendar.

Finds busy time periods in your calendar for a specific timeframe.

Retrieve calendar properties including timezone, access permissions, default settings, and metadata.