Connect Google Docs to Mx Technologies

Both apps 75Google Docs 40Mx Technologies 35

• Trigger
  Document Deleted

  Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

• Trigger
  Document Placeholder Filled

  Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

• Trigger
  Document Search Update

  Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.

• Trigger
  Document Structure Changed

  Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed

• Trigger
  Document Updated

  Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

• Trigger
  Document Word Count Threshold

  Triggers when a Google Doc's word/character count crosses a user-defined threshold. This trigger monitors a specific Google Doc and fires when its word or character count becomes greater than or equal to the configured threshold value.

• Trigger
  Keyword Detected in Document

  Triggers when a specific keyword or phrase first appears in a Google Doc. This trigger monitors a Google Doc and fires once when the specified keyword is detected. After the keyword is found, the trigger will not fire again until reset.

• Trigger
  New Document Added

  Triggers when a new Google Doc is added/created. This trigger monitors Google Docs and fires when new documents are detected.

• Trigger
  New Document Created

  Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.

• Trigger
  New Folder Created in Root

  Triggers when a new folder is created in the root folder of Google Drive. This trigger monitors Google Drive and fires when new folders are detected in the root directory.

• Action
  Copy Document

  Tool to create a copy of an existing google document. use this to duplicate a document, for example, when using an existing document as a template. the copied document will have a default title (e.g., 'copy of [original title]') if no new title is provided, and will be placed in the user's root google drive folder.

• Action
  Create Document

  Creates a new google docs document using the provided title as filename and inserts the initial text at the beginning if non-empty, returning the document's id and metadata (excluding body content).

• Action
  Create Document Markdown

  Creates a new google docs document, optionally initializing it with a title and content provided as markdown text.

• Action
  Create Footer

  Tool to create a new footer in a google document. use when you need to add a footer, optionally specifying its type and the section it applies to.

• Action
  Create Footnote

  Tool to create a new footnote in a google document. use this when you need to add a footnote at a specific location or at the end of the document body.

• Action
  Create Header

  Tool to create a new header in a google document. use this tool when you need to add a header to a document, optionally specifying the section it applies to.

• Action
  Create Named Range

  Tool to create a new named range in a google document. use this to assign a name to a specific part of the document for easier reference or programmatic manipulation.

• Action
  Create Paragraph Bullets

  Tool to add bullets to paragraphs within a specified range in a google document. use when you need to format a list or a set of paragraphs as bullet points.

• Action
  Delete Content Range

  Tool to delete a range of content from a google document. use when you need to remove a specific portion of text or other structural elements within a document.

• Action
  Delete Footer

  Tool to delete a footer from a google document. use when you need to remove a footer from a specific section or the default footer.

• Action
  Delete Header

  Deletes the header from the specified section or the default header if no section is specified. use this tool to remove a header from a google document.

• Action
  Delete Named Range

  Tool to delete a named range from a google document. use when you need to remove a previously defined named range by its id or name.

• Action
  Delete Paragraph Bullets

  Tool to remove bullets from paragraphs within a specified range in a google document. use when you need to clear bullet formatting from a section of a document.

• Action
  Delete Table

  Tool to delete an entire table from a google document. use when you have the document id and the specific start and end index of the table element to be removed. the table's range can be found by inspecting the document's content structure.

• Action
  Delete Table Column

  Tool to delete a column from a table in a google document. use this tool when you need to remove a specific column from an existing table within a document.

• Action
  Delete Table Row

  Tool to delete a row from a table in a google document. use when you need to remove a specific row from an existing table.

• Action
  Get Document By Id

  Retrieves an existing google document by its id; will error if the document is not found.

• Action
  Insert Inline Image

  Tool to insert an image from a given uri at a specified location in a google document as an inline image. use when you need to add an image to a document programmatically.

• Action
  Insert Page Break

  Tool to insert a page break into a google document. use when you need to start new content on a fresh page, such as at the end of a chapter or section.

• Action
  Insert Table Action

  Tool to insert a table into a google document. use when you need to add a new table at a specific location or at the end of a segment (like document body, header, or footer) in a document.

• Action
  Insert Table Column

  Tool to insert a new column into a table in a google document. use this tool when you need to add a column to an existing table at a specific location.

• Action
  Insert Text Action

  Tool to insert a string of text at a specified location within a google document. use when you need to add new text content to an existing document.

• Action
  Replace All Text

  Tool to replace all occurrences of a specified text string with another text string throughout a google document. use when you need to perform a global find and replace operation within a document.

• Action
  Replace Image

  Tool to replace a specific image in a document with a new image from a uri. use when you need to update an existing image within a google doc.

• Action
  Search Documents

  Search for google documents using various filters including name, content, date ranges, and more.

• Action
  Unmerge Table Cells

  Tool to unmerge previously merged cells in a table. use this when you need to revert merged cells in a google document table back to their individual cell states.

• Action
  Update Document Markdown

  Replaces the entire content of an existing google docs document with new markdown text; requires edit permissions for the document.

• Action
  Update Document Style

  Tool to update the overall document style, such as page size, margins, and default text direction. use when you need to modify the global style settings of a google document.

• Action
  Update Existing Document

  Applies programmatic edits, such as text insertion, deletion, or formatting, to a specified google doc using the `batchupdate` api method.

• Action
  Update Table Row Style

  Tool to update the style of a table row in a google document. use when you need to modify the appearance of specific rows within a table, such as setting minimum row height or marking rows as headers.

• Action
  Add account

  Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution.

• Action
  Add budget

  Creates a budget for a category on an MX user.

• Action
  Add category

  Create a custom category for a user.

• Action
  Add goal

  Create a goal for a user.

• Action
  Add member

  Create a member (connection between a user and a financial institution) to start aggregation.

• Action
  Add transaction

  Creates a manual transaction on a manual account belonging to an MX user.

• Action
  Add user

  Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user.

• Action
  Aggregate member

  Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently.

• Action
  Delete account

  Delete a manually created account.

• Action
  Delete budget

  Deletes a budget belonging to an MX user.

• Action
  Delete category

  Delete a custom category.

• Action
  Delete goal

  Delete a goal.

• Action
  Delete member

  Delete a member connection.

• Action
  Delete user

  Delete a user.

• Action
  Get account

  Read an account's attributes.

• Action
  Get budget

  Retrieves a specific budget for an MX user.

• Action
  Get institution

  Read an institution's attributes.

• Action
  Get member

  Read a member's attributes and connection status.

• Action
  Get merchant

  Returns information about a particular merchant, such as its logo, name, and website.

• Action
  Get transaction

  Read a transaction's attributes.

• Action
  Get user

  Retrieves the attributes of a specific MX user.

• Action
  List accounts

  Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.

• Action
  List categories

  Lists all categories for an MX user, including default and custom categories.

• Action
  List goals

  Lists all goals for an MX user.

• Action
  List institutions

  Lists financial institutions available through MX, optionally filtered by name, country and supported product.

• Action
  List members

  List all members belonging to a user.

• Action
  List merchants

  Lists merchants in the MX system, optionally filtered by a name substring.

• Action
  List transactions

  List all transactions for a user.

• Action
  Update account

  Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata.

• Action
  Update budget

  Update a specific budget.

• Action
  Update category

  Update a custom category.

• Action
  Update goal

  Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.

• Action
  Update member

  Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.

• Action
  Update transaction

  Update a transaction's category, description, or other editable attributes.

• Action
  Update user

  Update a user's attributes.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.