Integration
Connect Google Drive to Agile CRM
When something happens in Google Drive, your agent does the next thing in Agile CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Triggers and actions 17 triggers ยท 105 actions
Trigger
Comment Added (Docs/Sheets/Slides)Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Trigger
File CreatedTriggers when a new file is created in Google Drive.
Trigger
File Deleted or TrashedTriggers when a file is moved to trash or permanently deleted in Drive.
Trigger
File Shared (Permissions Added)Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Trigger
File UpdatedTriggers when a file's metadata or content changes in Google Drive.
Trigger
Google Drive ChangesTriggers when changes are detected in a Google Drive.
Trigger
New File Matching QueryTriggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
Action
Add File Sharing PreferenceModifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Action
Copy FileDuplicates an existing file in google drive, identified by its `file id`.
Action
Create CommentTool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Action
Create FileCreates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Action
Create File From TextCreates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Action
Create FolderCreates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Action
Create ReplyTool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Action
Create Shortcut To FileTool to create a shortcut to a file or folder in google drive. use when you need to link to an existing drive item from another location without duplicating it.
Action
Delete CommentDeletes a comment from a file. use when you need to remove a specific comment from a google drive file.
Action
Delete PermissionDeletes a permission from a file by permission id. use when you need to revoke access for a specific user or group from a file.
Action
Delete ReplyTool to delete a specific reply by reply id. use when you need to remove a reply from a comment on a file.
Action
Download FileDownloads a file from google drive by its id. for google workspace documents (docs, sheets, slides), optionally exports to a specified `mime type`. for other file types, downloads in their native format regardless of mime type.
Action
Edit FileUpdates an existing google drive file by overwriting its entire content with new text (max 10mb).
Action
Empty TrashTool to permanently delete all of the user's trashed files. use when you want to empty the trash in google drive.
Action
Find FileTool to list or search for files and folders in google drive. use when you need to find specific files based on query criteria or list contents of a drive/folder.
Action
Find FolderTool to find a folder in google drive by its name and optionally a parent folder. use when you need to locate a specific folder to perform further actions like creating files in it or listing its contents.
Action
Generate IdsGenerates a set of file ids which can be provided in create or copy requests. use when you need to pre-allocate ids for new files or copies.
Action
Get AboutTool to retrieve information about the user, the user's drive, and system capabilities. use when you need to check storage quotas, user details, or supported import/export formats.
Action
Get Changes Start Page TokenTool to get the starting pagetoken for listing future changes in google drive. use this when you need to track changes to files and folders.
Action
Get CommentTool to get a comment by id. use when you need to retrieve a specific comment from a google drive file and have both the file id and comment id.
Action
Get File MetadataTool to get a file's metadata by id. use when you need to retrieve the metadata for a specific file in google drive.
Action
Get PermissionGets a permission by id. use this tool to retrieve a specific permission for a file or shared drive.
Action
Get ReplyTool to get a specific reply to a comment on a file. use when you need to retrieve the details of a particular reply.
Action
Get RevisionTool to get a specific revision's metadata by revision id. use when you need to retrieve information about a particular version of a file.
Action
Google Drive Delete Folder Or File ActionTool to delete a file or folder in google drive. use when you need to permanently remove a specific file or folder using its id. note: this action is irreversible.
Action
List ChangesTool to list the changes for a user or shared drive. use when you need to track modifications to files and folders, such as creations, deletions, or permission changes. this action requires a `pagetoken` which can be initially obtained using the `get changes start page token` action or from a previous `list changes` response.
Action
List CommentsTool to list all comments for a file in google drive. use when you need to retrieve comments associated with a specific file.
Action
List File LabelsTool to list the labels on a file. use when you need to retrieve all labels associated with a specific file in google drive.
Action
List FilesTool to list a user's files and folders in google drive. use this to search or browse for files and folders based on various criteria.
Action
List PermissionsTool to list a file's permissions. use when you need to retrieve all permissions associated with a specific file or shared drive.
Action
List Replies To CommentTool to list replies to a comment in google drive. use this when you need to retrieve all replies associated with a specific comment on a file.
Action
List RevisionsTool to list a file's revisions. use when you need to retrieve the revision history of a specific file in google drive.
Action
List Shared DrivesTool to list the user's shared drives. use when you need to get a list of all shared drives accessible to the authenticated user.
Action
Move FileTool to move a file from one folder to another in google drive. use when you need to reorganize files by changing their parent folder(s).
Action
Parse FileDeprecated: exports google workspace files (max 10mb) to a specified format using `mime type`, or downloads other file types; use `googledrive download file` instead.
Action
Stop Watch ChannelTool to stop watching resources through a specified channel. use this when you want to stop receiving notifications for a previously established watch.
Action
Update CommentTool to update an existing comment on a google drive file. use when you need to change the content or status (e.g., resolve) of a comment.
Action
Update File PutUpdates file metadata. uses patch semantics (partial update) as per google drive api v3. use this tool to modify attributes of an existing file like its name, description, or parent folders. note: this action currently supports metadata updates only. file content updates require multipart/related upload and are not yet implemented.
Action
Update File Revision MetadataUpdates metadata of a file revision (e.g., keepforever, publish). use this tool to modify the metadata of a specific revision of a file in google drive.
Action
Update PermissionTool to update a permission with patch semantics. use when you need to modify an existing permission for a file or shared drive.
Action
Update ReplyTool to update a reply to a comment on a google drive file. use when you need to modify the content of an existing reply.
Action
Watch ChangesTool to subscribe to changes for a user or shared drive in google drive. use when you need to monitor a google drive for modifications and receive notifications at a specified webhook url.
Trigger
List all taskslist all tasks, surfacing new ones over time
Trigger
List contactslist contacts, surfacing new ones over time
Trigger
List dealslist deals/opportunities, surfacing new ones over time
Trigger
List eventslist events, surfacing new ones over time
Trigger
List pending taskslist pending tasks within N days
Trigger
List ticketslist help desk tickets by filter, surfacing new ones
Trigger
List trackslist deal tracks/pipelines
Trigger
New contactTriggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
Trigger
New matching contact or companyTriggers when a new contact or company matches your search query.
Trigger
New matching taskTriggers when a new task matches your filter.
Action
Add contact to campaignenroll a contact into a campaign by email
Action
Add lead score by emailadd lead score to a contact by email
Action
Add note by contact emailadd a note to a contact by email
Action
Add tags by contact emailadd tags to a contact by email
Action
Add tags to contactadd multiple tags to a contact by ID
Action
Add tag to contactAdds a tag to the specified contact. Spaces in the tag are replaced with underscores.
Action
Add ticket noteadd a note to a ticket
Action
Change contact ownerchange the owner of a contact
Action
Create company/contacts (type=company) โ create a company record
Action
Create contactcreate a full contact record
Action
Create dealcreate a deal/opportunity
Action
Create deal by contact emailcreate a deal for a contact by email
Action
Create deal notecreate a note on a deal
Action
Create documentcreate a document
Action
Create eventcreate an event
Action
Create new contact (just email)Creates a new contact using just the email address, then returns the new Contact ID.
Action
Create notecreate a note
Action
Create taskcreate a task
Action
Create task by emailcreate a task for a contact by email
Action
Create ticketcreate a help desk ticket
Action
Delete companyDelete a company.
Action
Delete contactdelete a contact
Action
Delete contact notedelete a contact note
Action
Delete dealdelete a deal
Action
Delete eventdelete an event
Action
Delete tags by contact emailremove tags from a contact by email
Action
Delete taskdelete a task
Action
Delete ticketdelete a help desk ticket
Action
Find contactReturns the Contact ID (and contact record) for the given email address.
Action
Get company by IDRetrieve a company by ID.
Action
Get contact by IDretrieve a contact by ID
Action
Get contact by phonelook up a contact by phone
Action
Get contact dealslist deals for a contact
Action
Get contact documentslist documents for a contact
Action
Get contact eventslist events for a contact
Action
Get contact noteslist notes for a contact
Action
Get contact taskslist tasks for a contact
Action
Get deal by IDretrieve a deal by ID
Action
Get deal noteslist notes for a deal
Action
Get deals by pipelinelist deals grouped by pipeline
Action
Get deals from tracklist deals filtered by track
Action
Get Deals Grouped by MilestoneReturns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria โ pick the milestone you want out of the returned groups.
Action
Get my dealslist deals owned by the current user
Action
Get task by IDretrieve a task by ID
Action
Get ticket filterslist available ticket filters
Action
Get ticket messageslist notes/messages for a ticket
Action
List companieslist companies
Action
Remove contact from dealremove a contact from a deal
Action
Remove tag from contactRemoves a tag from the specified contact. Spaces in the tag are replaced with underscores.
Action
Remove tags from contactremove multiple tags from a contact by ID
Action
Search contact by emaillook up a contact by email
Action
Search contact by email (POST)look up a contact by email (POST variant)
Action
Search contacts by dynamic filtersearch contacts by dynamic filter
Action
Update company/contacts/edit-properties (company) โ update company properties
Action
Update contactUpdates the specified contact's first name, last name, and email properties.
Action
Update contact lead scoreupdate a contact's lead score
Action
Update contact propertyupdate contact properties
Action
Update contact star ratingupdate a contact's star rating
Action
Update dealpartially update a deal
Action
Update deal noteUpdate a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.
Action
Update eventUpdate an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.
Action
Update taskpartially update a task
Action
Update trackUpdate a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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