Connect Workbooks CRM to Google Drive

Creates an order from your customers for your goods or services.

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

Creates a person. People are recorded in your database, e.g a contact, an employee.

Returns and order if exists otherwise creates a new one.

Updates a person.

Add an unanchored comment to a Google Doc (general feedback, no text highlighting). See the documentation

Create a copy of the specified file. See the documentation for more information

Create a new empty folder. See the documentation for more information

Create a new Google Docs file from a template. Optionally include placeholders in the template document that will get replaced from this action. See documentation

Create a new file from plain text. See the documentation for more information

Create a new shared drive. See the documentation for more information

Delete a specific comment (Requires ownership or permissions). See the documentation

Permanently delete a file or folder without moving it to the trash. See the documentation for more information

Delete a reply on a specific comment. See the documentation for more information

Delete a shared drive without any content. See the documentation for more information

Download a file from Google Drive to the /tmp directory or return its contents as a buffer. Use to fetch a file's contents for processing in downstream steps — e.g., parsing a CSV, extracting text from a PDF, or re-uploading to another service. For Google Workspace files (Docs, Sheets, Slides, Drawings, Apps Script), exports to an Office-compatible format by default: Docs → .docx, Sheets → .xlsx, Slides → .pptx, Drawings → PNG, Apps Script → JSON. Pass mimeType to force a specific format. Shortcuts are resolved to their target automatically. Folders, Forms, and My Maps cannot be downloaded via this action. See the documentation

Search for a specific file by name. The Search Name field uses Google Drive's tokenized full-text matching — pass a distinctive word or short phrase rather than the full title when the name contains special characters like & or '. See the documentation for more information

Search for a specific folder by name. The Search Name field uses Google Drive's tokenized full-text matching — pass a distinctive word or short phrase rather than the full title when the name contains special characters like & or '. See the documentation for more information

List Google Form documents or search for a Form by name. The Search Name field uses Google Drive's tokenized full-text matching — pass a distinctive word or short phrase rather than the full title when the name contains special characters like & or '. See the documentation for more information

Search for a specific spreadsheet by name. The Search Name field uses Google Drive's tokenized full-text matching — pass a distinctive word or short phrase rather than the full title when the name contains special characters like & or '. See the documentation for more information

Get comment by ID on a specific file. See the documentation for more information

Retrieve Google Drive account metadata for the authenticated user via about.get, including display name, email, permission ID, and storage quota. Useful when flows or agents need to confirm the active Google identity or understand available storage. See the documentation.

Get info on a specific file. See the documentation for more information

Retrieve a folderId for a path. See the documentation for more information

Get reply by ID on a specific comment. See the documentation for more information

Get metadata for one or all shared drives. See the documentation for more information

Check if a specific folder is anywhere in the parent hierarchy of a file or folder. See the documentation

List access proposals for a file or folder. See the documentation

List all comments on a file. See the documentation