Integration
Connect Google Drive to RAYNET CRM
When Comment Added (Docs/Sheets/Slides) fires in Google Drive, your agent runs Add Activity - Email in RAYNET CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Google Drive and RAYNET CRM to do together?
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Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Google Drive can start in RAYNET CRM
When Comment Added (Docs/Sheets/Slides) in Google Drive
then Add Activity - Email in RAYNET CRM
When File Created in Google Drive
then Add Activity - Mass Email in RAYNET CRM
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Google Drive and RAYNET CRM
Triggers and actions 7 triggers · 237 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
Add ParentTool to add a parent folder for a file using Google Drive API v2. Use when you need to add a file to an additional folder.
Action
Add PropertyTool to add a property to a file, or update it if it already exists (v2 API). Use when you need to attach custom key-value metadata to a Google Drive file.
Action
Batch Get Spreadsheet ValuesRead multiple explicit ranges from one Google Spreadsheet in one request.
Action
Batch Update Spreadsheet ValuesWrite values to multiple Google Sheets ranges in one batch request.
Action
Clear Spreadsheet ValuesPermanently clear values from one range while preserving formatting, notes, and validation.
Action
Copy FileDuplicates an existing file in google drive, identified by its `file id`.
Action
Copy File AdvancedCreates a copy of a file and applies any requested updates with patch semantics. Use when you need to duplicate a file with advanced options like label inclusion, visibility settings, or custom metadata.
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 PermissionTool to create a permission for a file or shared drive. Use when you need to share a file or folder with users, groups, domains, or make it publicly accessible. **Warning:** Concurrent permissions operations on the same file are not supported; only the last update is applied.
Action
Create Permissions BatchCreates multiple permissions for files or shared drives in a single batch request. Use this action when you need to share multiple files with users, or share a single file with multiple users or groups simultaneously. Each permission in the batch can target a different file and specify different access levels. Batch operations are more efficient than creating permissions individually, with a maximum of 100 permissions per batch.
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 ChildTool to remove a child from a folder using Google Drive API v2. Use when you need to remove a file from a specific folder.
Action
Delete CommentDeletes a comment from a file. use when you need to remove a specific comment from a google drive file.
Action
Delete ParentTool to remove a parent from a file using Google Drive API v2. Use when you need to remove a file from a specific folder.
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 PropertyTool to delete a property from a file using Google Drive API v2. Use when you need to remove custom key-value metadata 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
Delete RevisionTool to permanently delete a file revision. Use when you need to remove a specific version of a binary file (images, videos, etc.). Cannot delete revisions for Google Docs/Sheets or the last remaining revision.
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
Download File OperationTool to download file content using long-running operations. Use when you need to download Google Vids files or export Google Workspace documents as part of a long-running operation. Operations are valid for 24 hours from creation. Returns a response containing `downloaded_file_content.s3url` — a short-lived S3 URL; fetch the actual file bytes from that URL promptly after the call.
Action
Download File RevisionDownload the stored bytes of one blob-file revision. This action does not export Google Docs, Sheets, Slides, or other Workspace revisions. Use GOOGLEDRIVE_GET_REVISION to retrieve a Workspace revision's exportLinks, then download the selected export URL separately.
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
Export Google Workspace FileExports a Google Workspace document to the requested MIME type and returns exported file content. Use when you need to export Google Docs, Sheets, Slides, Drawings, or Apps Script files to a specific format. Note: The exported content is limited to 10MB by Google Drive API.
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 AppTool to get information about a specific Drive app by ID. Use 'self' as the app ID to get information about the calling app.
Action
Get ChangeTool to get a specific change by ID from Google Drive v2 API. Deprecated: Use changes.getStartPageToken and changes.list to retrieve recent changes instead.
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 ChildTool to get a specific child reference for a folder using Drive API v2. Use when you need to verify a specific file exists as a child of a folder.
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 DocumentRetrieve a native Google Docs document's structured content and metadata by 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 File PropertyTool to get a property by its key using Google Drive API v2. Use when you need to retrieve a specific custom property attached to a file.
Action
Get FormRetrieve a Google Form's definition, questions, settings, and publishing state by ID.
Action
Get ParentTool to get a specific parent reference for a file using Drive API v2. Use when you need to retrieve information about a specific parent folder of a file.
Action
Get PermissionGets a permission by id. use this tool to retrieve a specific permission for a file or shared drive.
Action
Get Permission Id For EmailTool to get the permission ID for an email address using the Drive API v2. Use when you need to convert an email address to its corresponding permission ID.
Action
Get PresentationRetrieve a Google Slides presentation and its complete page structures by ID.
Action
Get Presentation Page ThumbnailGenerate one short-lived page thumbnail URL using an expensive Slides quota read.
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
Get SpreadsheetRetrieve a Google Spreadsheet's structure, metadata, and selected grid data.
Action
Get Spreadsheet ValuesRead values from one range in a Google Spreadsheet.
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
Insert ChildTool to insert a file into a folder using Drive API v2. Use when you need to add an existing file to a folder.
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 Children V2Tool to list a folder's children using Google Drive API v2. Use when you need to retrieve all files and folders within a specific folder.
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 File PropertiesTool to list a file's properties in Google Drive API v2. Use when you need to retrieve custom properties (key-value pairs) attached to a file.
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 Form ResponsesReturn one page of submissions for a Google Form.
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 RepliesTool 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 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
Patch PermissionTool to update a permission using patch semantics. Use when you need to modify specific fields of an existing permission without affecting other fields. **Warning:** Concurrent permissions operations on the same file are not supported; only the last update is applied.
Action
Patch PropertyTool to update a property on a file using PATCH semantics (v2 API). Use when you need to partially update custom key-value metadata attached to a Google Drive file.
Action
Read Spreadsheet ValuesRead values from one or more ranges in a Google spreadsheet.
Action
Resumable UploadTool to start and complete a Google Drive resumable upload session. Use for files larger than ~5 MB to avoid timeouts or size-limit failures. HTTP 308 means continue the session from the correct byte offset; HTTP 410 means the session expired and a full restart with a new session is required.
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
Trash FileTool to move a file or folder to trash (soft delete). Use when you need to delete a file but want to allow recovery via UNTRASH_FILE. This action is distinct from permanent deletion and provides a safer cleanup workflow.
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 Metadata PatchTool to update file metadata using the Drive API v2 PATCH method. Use when you need to modify file properties like title, description, or labels using patch semantics.
Action
Update File PropertyTool to update a property on a file using Google Drive API v2. Use when you need to modify an existing custom property attached to a file.
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.
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
Update Spreadsheet ValuesWrite values to one exact Google Sheets range.
Action
Upload From UrlTool to fetch a file from a provided URL server-side and upload it into Google Drive. Use when you need to reliably persist externally hosted files into Drive without client-side downloads or temporary storage.
Action
Upload Update FileTool to update file content in Google Drive by uploading new binary content. Use when you need to replace the contents of an existing file with new file data.
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.
Action
Watch FileTool to subscribe to push notifications for changes to a specific file. Use when you need to monitor a file for modifications and receive real-time notifications at a webhook URL.
Action
Write Spreadsheet ValuesReplace values in one range of a Google spreadsheet.
Action
Add Activity - CallCreates a new phone call activity in RAYNET CRM, optionally linked to a contact, account, deal, quote, order, project or lead.
Action
Add Activity - EmailCreates a new email activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - EventCreates a new event activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - LetterCreates a new letter activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - Mass EmailCreates a mass email activity in RAYNET CRM recording a campaign sent through an external mailing service.
Action
Add Activity - MeetingCreates a new meeting activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - TaskCreates a new task in RAYNET CRM, optionally linked to a contact, account, deal, quote, sales order, project or lead.
Action
Add Address to Contact - AccountAdds a new (non-primary) address with contact details to an existing account in RAYNET CRM.
Action
Add AttachmentAdds an attachment to a RAYNET CRM record: a web link, a previously uploaded file, or a Documents library folder.
Action
Add Business - DealCreates a new deal in RAYNET CRM for an account and returns the new deal's ID.
Action
Add Business - Price ListCreates a new price list in RAYNET CRM and returns its id.
Action
Add Business - ProductCreates a new product in the RAYNET CRM product catalog.
Action
Add Business - ProjectCreates a new project for an account in RAYNET CRM and returns its ID.
Action
Add Business - QuoteCreates a new quote (offer) for an account and deal in RAYNET CRM.
Action
Add Business - Sales OrderCreates a new sales order in RAYNET CRM for an account and deal, and returns the new sales order's ID.
Action
Add Contact - AccountCreates a new account (company or individual) in RAYNET CRM, optionally with addresses, tags and custom field values.
Action
Add Contact - ContactCreates a new contact (person) in RAYNET CRM and returns its ID.
Action
Add Contact - LeadCreates a new lead in RAYNET CRM, optionally emailing a notification about it to chosen addresses.
Action
Add DMS - DocumentCreates a new document in a RAYNET CRM Documents folder, either from a previously uploaded file or as a link.
Action
Add DMS - FolderCreates a new folder in RAYNET Documents, optionally inside a parent folder.
Action
Add InvoiceCreates a new invoice in RAYNET CRM for an account, with optional line items and payments.
Action
Add Item to Business - DealAdds a line item to a deal, either linked to an existing product or as an uncategorized item with its own name and price.
Action
Add Item to Business - QuoteAdds a line item to a quote (offer), either linked to an existing product or as an uncategorized item.
Action
Add Item to Business - Sales OrderAdds an item (a linked product or a free-text line) to an existing sales order in RAYNET CRM.
Action
Add Participant to Business - DealAdds an account or a contact as a participant on a deal.
Action
Add Participant to Business - ProjectAdds an account or contact as a participant on a RAYNET project.
Action
Add Tag to Contact - AccountAdds one or more tags to an account in RAYNET CRM.
Action
Add Tag to Contact - ContactAdds one or more tags to a contact in RAYNET CRM.
Action
Delete Activity - CallDeletes a call activity from RAYNET CRM.
Action
Delete Activity - EmailDeletes an email activity from RAYNET CRM.
Action
Delete Activity - LetterDeletes a letter activity from RAYNET CRM.
Action
Delete Activity - Mass EmailDeletes a mass email activity from RAYNET CRM.
Action
Delete Activity - MeetingDeletes a meeting activity from RAYNET CRM.
Action
Delete Activity - TaskDeletes a task activity from RAYNET CRM.
Action
Delete Address From Contact - AccountDeletes an address from an account. The account's primary address cannot be deleted.
Action
Delete Business - DealDeletes a deal from RAYNET CRM.
Action
Delete Business - Price ListDeletes a price list from RAYNET CRM.
Action
Delete Business - ProductDeletes a product from the RAYNET CRM product catalog.
Action
Delete Business - ProjectDeletes a project from RAYNET CRM.
Action
Delete Business - QuoteDeletes a quote (offer) from RAYNET CRM.
Action
Delete Business - Sales OrderDeletes a sales order in RAYNET CRM.
Action
Delete Contact - AccountDeletes an account (company) from RAYNET CRM.
Action
Delete Contact - ContactDeletes a contact (person) from RAYNET CRM.
Action
Delete Contact - LeadDeletes a lead from RAYNET CRM.
Action
Delete DMS - DocumentDeletes a document from the RAYNET CRM document management system.
Action
Delete InvoiceDeletes an invoice from RAYNET CRM.
Action
Delete Item of Business - DealDeletes a product line item from a deal.
Action
Delete Item of Business - QuoteDeletes an item (product line) from a quote in RAYNET CRM.
Action
Delete Item of Business - Sales OrderDeletes an item (product line) from a sales order in RAYNET CRM.
Action
Delete Participant From Business - DealRemoves a participant from a deal in RAYNET CRM.
Action
Delete Participant From Business - ProjectRemoves a participant from a project in RAYNET CRM.
Action
Delete Tag From Contact - AccountRemoves one or more tags from an account in RAYNET CRM.
Action
Delete Tag From Contact - ContactRemoves one or more tags from a contact in RAYNET CRM.
Action
Detail of Activity - CallReturns the full details of a call activity in RAYNET CRM, including its participants and custom fields.
Action
Detail of Activity - EmailReturns the details of an email activity in RAYNET CRM, including its custom fields.
Action
Detail of Activity - EventReturns the full details of an event activity, including its participants and custom fields.
Action
Detail of Activity - LetterReturns the details of a letter activity in RAYNET CRM, including its custom fields.
Action
Detail of Activity - Mass EmailReturns the details of a mass email campaign in RAYNET CRM, including its delivery statistics.
Action
Detail of Activity - MeetingReturns the details of a meeting activity in RAYNET CRM, including its custom fields.
Action
Detail of Activity - TaskReturns the full details of a task activity in RAYNET CRM, including its custom fields.
Action
Detail of Business - DealReturns the full details of a deal, including its items and custom fields.
Action
Detail of Business - Price ListReturns the details of a price list, including its items and product prices.
Action
Detail of Business - ProductReturns the full details of a product in RAYNET CRM, including its price, category, product line and custom fields.
Action
Detail of Business - ProjectReturns the full details of a RAYNET project, including its custom fields.
Action
Detail of Business - QuoteReturns the full details of a quote (offer), including its items and custom fields.
Action
Detail of Business - Sales OrderReturns the full details of a sales order, including its items, addresses, tags and custom fields.
Action
Detail of Contacts - AccountReturns the full details of a RAYNET CRM account, including its addresses, tags and custom fields.
Action
Detail of Contacts - ContactReturns the full details of a RAYNET CRM contact (person), including its account relationships and custom fields.
Action
Detail of Contacts - LeadReturns the full details of a lead, including its custom fields.
Action
Detail of DMS - DocumentReturns the details of a DMS document, including its folder, category, status, validity dates and attachments.
Action
Detail of InvoiceReturns the full details of an invoice, including its items, payments and custom fields.
Action
Invalidate Business - DealMarks a deal in RAYNET CRM as invalid.
Action
Invalidate Business - ProductMarks a product in RAYNET CRM as invalid so it no longer appears as an active product.
Action
Invalidate Business - ProjectMarks a project as invalid in RAYNET CRM.
Action
Invalidate Business - QuoteMarks a quote (offer) in RAYNET CRM as invalid.
Action
Invalidate Business - Sales OrderMarks an existing sales order as invalid in RAYNET CRM.
Action
Invalidate Contact - AccountMarks a RAYNET CRM account as invalid.
Action
Invalidate Contact - ContactMarks a contact as invalid in RAYNET CRM.
Action
Invalidate DMS - DocumentMarks a document in the RAYNET CRM document store as invalid.
Action
List of Activities - EventsReturns the events in RAYNET CRM, optionally filtered by subject, dates, status, owner, related account, lead, deal or tags.
Action
List of Activities - LettersReturns letters recorded in RAYNET CRM, optionally filtered by subject, status, dates, owner, related account, lead, deal or tags.
Action
List of Activities - Mass EmailReturns the mass emails in RAYNET CRM, optionally filtered by name, tags, campaign, source, dates or recipient.
Action
List of Activities - MeetingsReturns the meetings in RAYNET CRM that match the filters you set, with their full details including custom fields.
Action
List of Activities - TasksReturns the tasks in RAYNET CRM that match your filters, with their details and custom fields.
Action
List of Business - DealsReturns the deals in your RAYNET CRM, optionally filtered by name, code, account, owner, stage, status, dates and more.
Action
List of Business - Price ListsReturns the price lists in RAYNET CRM, optionally filtered by code, currency, validity dates or full-text search.
Action
List of Contacts - AccountsReturns the accounts (companies and individuals) in RAYNET CRM that match the filters you set, up to 1000 at a time.
Action
List of Contacts - ContactsReturns the contacts (people) in RAYNET CRM that match your filters, with all their details including custom fields.
Action
List of DMS - Folders and FilesReturns the folders, files and links in the RAYNET document storage, filtered by folder path, name or ID.
Action
List of Participants of Business - DealReturns the participants (accounts and contacts) attached to a deal, with their participation category and note.
Action
List of Participants of Business - ProjectReturns the participants (accounts and contacts) of a project, with their category and note.
Action
Lock Activity - CallLocks a call activity in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - EmailLocks an email activity in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - EventLocks a RAYNET CRM event so it can no longer be edited.
Action
Lock Activity - LetterLocks a letter activity in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - MeetingLocks a meeting in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - TaskLocks a task in RAYNET CRM so it can no longer be edited.
Action
Lock Business - DealLocks a deal in RAYNET CRM so it can no longer be edited.
Action
Lock Business - Price ListLocks a price list in RAYNET CRM so it can no longer be edited.
Action
Lock Business - ProjectLocks a RAYNET CRM project so its record can no longer be edited.
Action
Lock Business - QuoteLocks a quote in RAYNET CRM so it can no longer be edited.
Action
Lock Contact - AccountLocks an account in RAYNET CRM so its record cannot be edited.
Action
Lock Contact - ContactLocks a contact record in RAYNET CRM so it cannot be edited.
Action
Lock Contact - LeadLocks a lead in RAYNET CRM so it cannot be edited.
Action
Lock Contact - Sales OrderLocks a sales order in RAYNET CRM so it can no longer be edited.
Action
Lock DMS - DocumentLocks a DMS document in RAYNET CRM so it cannot be edited.
Action
Lock InvoiceLocks an invoice in RAYNET CRM so it can no longer be edited.
Action
Modifying Activity - CallUpdates an existing call activity in RAYNET CRM — its subject, status, schedule, outcome, related records, tags and participants.
Action
Modifying Activity - EmailUpdates an existing email activity in RAYNET CRM, such as its subject, status, content, related records or participants.
Action
Modifying Activity - EventUpdates an existing event activity in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Activity - LetterUpdates an existing letter activity in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Activity - Mass EmailUpdates an existing mass email activity in RAYNET CRM, such as its name, campaign details, tags or statistics.
Action
Modifying Activity - MeetingUpdates an existing meeting in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Activity - TaskUpdates an existing task in RAYNET CRM, changing only the details you fill in.
Action
Modifying Business - DealUpdates an existing deal in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Business - Price ListUpdates an existing price list's name, code, currency, category, owner, validity dates or note. Fields left blank are not changed.
Action
Modifying Business - ProductModifies an existing product's code, name, pricing, category, tags and custom fields.
Action
Modifying Business - ProjectUpdates an existing project in RAYNET CRM, changing only the details you fill in.
Action
Modifying Business - QuoteUpdates an existing quote (offer) in RAYNET CRM — its subject, account, deal, dates, amounts, status, items and custom fields.
Action
Modifying Business - Sales OrderUpdates an existing sales order in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Contacts - AccountUpdates an existing account in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Contacts - ContactUpdates an existing contact person in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Contacts - LeadUpdates an existing lead in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying DMS - DocumentUpdates an existing document in the RAYNET CRM document management system (DMS), such as its file, link, status, category, validity dates or folder.
Action
Modifying InvoiceUpdates an existing invoice in RAYNET CRM. Only the fields you fill in are changed.
Action
Modify Item of Business - DealUpdates an item (product line) on a RAYNET CRM deal, such as its name, price, quantity, discount or tax.
Action
Modify Item of Business - QuoteUpdates an item (product line) on an existing quote (offer) in RAYNET CRM.
Action
Modify Item of Business - Sales OrderModifies an existing item (product line) on a sales order, such as its name, price, quantity, discount or note.
Action
Renew Validity of Business - DealRenews the validity of an invalidated deal in RAYNET CRM, making it valid again.
Action
Renew Validity of Business - ProductRenews the validity of a product that was previously marked invalid, making it usable again.
Action
Renew Validity of Business - ProjectRenews the validity of a previously invalidated project in RAYNET CRM.
Action
Renew Validity of Business - QuoteRenews the validity of a previously invalidated quote (offer) in RAYNET CRM.
Action
Renew Validity of Business - Sales OrderRenews the validity of a previously invalidated sales order in RAYNET CRM.
Action
Renew Validity of Contact - AccountRenews the validity of an invalidated account in RAYNET CRM.
Action
Renew Validity of Contact - ContactRenews the validity of a previously invalidated contact in RAYNET CRM.
Action
Renew Validity of DMS - DocumentRenews the validity of a previously invalidated document in the RAYNET CRM document management system.
Action
Unlock Activity - CallUnlocks a locked call activity in RAYNET CRM so it can be edited again.
Action
Unlock Activity - EmailUnlocks an email activity in RAYNET CRM so it can be edited again.
Action
Unlock Activity - EventUnlocks a locked event activity in RAYNET CRM so it can be edited again.
Action
Unlock Activity - LetterUnlocks a locked letter activity so it can be edited again.
Action
Unlock Activity - MeetingUnlocks a RAYNET meeting activity so it can be edited again.
Action
Unlock Activity - TaskUnlocks a locked task in RAYNET CRM so it can be edited again.
Action
Unlock Business - DealUnlocks a locked deal so it can be edited again.
Action
Unlock Business - Price ListUnlocks a price list in RAYNET CRM so it can be edited again.
Action
Unlock Business - ProjectUnlocks a locked project in RAYNET CRM so it can be edited again.
Action
Unlock Business - QuoteUnlocks a locked quote (offer) in RAYNET CRM so it can be edited again.
Action
Unlock Contact - AccountUnlocks an account record in RAYNET CRM so it can be edited again.
Action
Unlock Contact - ContactUnlocks a locked contact in RAYNET CRM so it can be edited again.
Action
Unlock Contact - LeadUnlocks a locked lead in RAYNET CRM so it can be edited again.
Action
Unlock Contact - Sales OrderUnlocks a sales order in RAYNET CRM so it can be edited again.
Action
Unlock DMS - DocumentUnlocks a DMS document in RAYNET CRM so it can be edited again.
Action
Unlock InvoiceUnlocks an invoice in RAYNET CRM so it can be edited again.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Google Drive and RAYNET CRM, answered
What can start an automation from Google Drive?
Any of Google Drive's 7 triggers in the catalog, including Comment Added (Docs/Sheets/Slides), File Created, File Shared (Permissions Added) and File Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RAYNET CRM when something happens in Google Drive?
Any of RAYNET CRM's 152 actions, including Add Activity - Call, Add Activity - Email, Add Activity - Event and Add Activity - Letter. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RAYNET CRM to Google Drive?
RAYNET CRM has no triggers in the catalog today, so automations start in Google Drive. If you need the other direction, ask: your agent reads RAYNET CRM's API documentation and adds it.
Do I have to build a connector for Google Drive or RAYNET CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Google Drive and RAYNET CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.