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.

Adds a new family member to a household.

Creates a new event.

Creates a new opportunity.

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.

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 an existing contact is updated (only available for Premier and Enterprise Wealthbox plans)

Creates a new contact.

Creates a new note.

Creates a new project.

Creates a new household.

Updates an existing contact.

Find or Create a Contact