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Wealthbox, Google Drive Integrations

Google Drive
Wealthbox
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Triggers

Google Drive

Watch All Files

Triggers when a file is created of modified.

Google Drive

Watch Comments

Triggers when a comment is created or updated on a selected file.

Google Drive

Watch Files in a Folder

Triggers when a file is created or modified in a selected folder.

Google Drive

Watch Folders

Triggers when a new folder is created or modified.

Google Drive

Watch Shared Drives

Triggers when a new shared drive is created.

Actions

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.

Google Drive

Copy a File

Makes a copy of an existing file.

Google Drive

Create a File from Text

Creates a file from a text plain.

Google Drive

Create a Folder

Creates a new folder.

Google Drive

Create a Shared Drive

Creates a new shared drive.

Google Drive

Delete a File/Folder

Permanently deletes a file or folder owned by the user without moving it to the trash. 

Google Drive

Delete a Shared Drive

Deletes a shared drive without any content.

Google Drive

Download a File

Downloads a file.

Google Drive

Get a Shared Drive

Gets a shared drive's metadata by ID.

Google Drive

Get a Share Link

Gets a share link for file or folder.

Google Drive

Make an API Call

Performs an arbitrary authorized API call.

Google Drive

Move a File/Folder

Moves a file or folder to a different location in Google Drive.

Google Drive

Move a File/Folder to Trash

Moves a file or folder to trash.

Google Drive

Update a File

Updates a file's metadata and/or content.

Google Drive

Update a Shared Drive

Updates an existing shared drive. For admins only.

Google Drive

Upload a File

Uploads a new file.

Searches

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.

Google Drive

Get a Folder ID for a Path

Retrieves a folder ID for a folder path.

Google Drive

Search for Files/Folders

Searches for files or folders based on search criteria.

Google Drive

Search for Shared Drives

Searches for Google Shared Drives with query options.

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