Google Docs, MySQL, Wealthbox Integrations

Google Docs
MySQL
Wealthbox
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Triggers

Google Docs

Watch Documents

Triggers when a new document is created or modified in a specific folder.

Actions

Google Docs

Create a Document

Creates a new Google document by adding the content of HTML format.

Google Docs

Create a Document from a Template

Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.

Google Docs

Delete a Document

Deletes a document.

Google Docs

Download a Document

Downloads a document to a required format.

Google Docs

Get Content of a Document

Gets a content of a document.

Google Docs

Insert an Image to a Document

Inserts a new image with URL to a document. The original size of the image is entered or the image is resized as required by the user. The original image ratio is maintained.

Google Docs

Insert a Paragraph to a Document

Inserts or appends a new paragraph to an existing document.

Google Docs

Make All Links in a Document Clickable

Makes all links in a document clickable.

Google Docs

Make an API Call

Performs an arbitrary authorized API call.

Google Docs

Replace an Image with a New Image

Replaces an existing image with a new image with URL in the document. In order to fill the original image's bounds, the new image may be scaled or cropped.

Google Docs

Replace a Text in a Document

Replaces an old text by a new text in a document.

MySQL

Delete row(s) from a table

MySQL

Execute a query (advanced)

MySQL

Execute a stored procedure

MySQL

Insert row into a table

MySQL

Update row(s) in a table

Wealthbox

Add a Member to a Household

Adds a member to the household.

Wealthbox

Complete a Workflow Step

Completes a workflow step.

Wealthbox

Create a Contact

Creates a new contact.

Wealthbox

Create an Event

Creates a new event.

Wealthbox

Create an Opportunity

Creates a new opportunity.

Wealthbox

Create a Note

Creates a new note.

Wealthbox

Create a Project

Creates a new project.

Wealthbox

Create a Task

Creates a new task.

Wealthbox

Create a Workflow

Creates a new workflow.

Wealthbox

Delete a Contact

Deletes a specific contact using its unique identifier.

Wealthbox

Delete a Member From a Household

Removes a member from a household.

Wealthbox

Delete an Event

Deletes an existing event from your account (workspace).

Wealthbox

Delete an Opportunity

Deletes an existing opportunity from your account (workspace).

Wealthbox

Delete a Project

Deletes an existing project from your account (workspace).

Wealthbox

Delete a Task

Deletes an existing task from your account (workspace).

Wealthbox

Get a Contact

Retrieves a specific contact using its unique identifier.

Wealthbox

Get an Event

Retrieves a specific event using its unique identifier.

Wealthbox

Get an Opportunity

Retrieves a specific opportunity using its unique identifier.

Wealthbox

Get a Note

Retrieves a specific note using its unique identifier. 

Wealthbox

Get a Project

Retrieves a specific project using its unique identifier.

Wealthbox

Get a Task

Retrieves a specific task using its unique identifier.

Wealthbox

Get a Workflow

Retrieves a specific workflow using its unique identifier.

Wealthbox

Make an API Call

Performs an arbitrary authorized API call.

Wealthbox

Revert a Workflow Step

Reverts a workflow step.

Wealthbox

Update a Contact

Updates a specific contact using its unique identifier.

Wealthbox

Update an Event

Updates an existing event with new properties.

Wealthbox

Update an Opportunity

Updates an existing opportunity with new properties.

Wealthbox

Update a Note

Updates an existing note with new properties.

Wealthbox

Update a Project

Updates an existing project with new properties.

Wealthbox

Update a Task

Updates an existing task with new properties.

Wealthbox

Update a Workflow

Updates an existing workflow with new properties.

Iterators

MySQL

Iterate recordset of a stored procedure

Iterates through recordset received from a stored procedure.

Searches

Google Docs

List Documents

Retrieves a list of documents.

MySQL

Select row(s) from a table

Wealthbox

List Custom Fields

Fetches every custom field in the authenticated user’s account (workspace).

Wealthbox

List Members of a Customizable Category

Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.

Wealthbox

List Projects

Fetches all of the projects that are accessible by the user.

Wealthbox

List Workflow Templates

Fetches all of the workflow templates that are accessible by the user.

Wealthbox

Search Comments

Searches for comments or fetches all of the comments that are accessible by the user.

Wealthbox

Search Contacts

Searches for contacts or retrieves them all.

Wealthbox

Search Events

Searches for events or fetches all of the events that are accessible by the user.

Wealthbox

Search Notes

Searches for notes or fetches all of the notes that are accessible by the user.

Wealthbox

Search Opportunities

Searches for opportunities or fetches all of the opportunities that are accessible by the user.

Wealthbox

Search Tasks

Searches for tasks or fetches all of the tasks that are accessible by the user.

Wealthbox

Search Workflows

Searches for workflows or fetches all of the workflows that are accessible by the user.