Integration
Connect Google Drive to Sage Sales Management
When something happens in Google Drive, your agent does the next thing in Sage Sales Management. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Connect Claude CodeEverything your agent can do with Google Drive and Sage Sales Management
Triggers and actions 19 triggers · 75 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
Account UpdatedFires when an existing account (company) is updated in Sage Sales Management.
Trigger
Activity UpdatedTriggers when an activity is updated.
Trigger
Calendar Item UpdatedFires when an existing calendar item (appointment or task) is updated in Sage Sales Management.
Trigger
Contact UpdatedTriggers when a contact is created or updated in Sage Sales Management. Returns the contact's name, email and phone details, linked account, sales rep, address and update timestamps.
Trigger
New AccountTriggers when a new account is created.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New Calendar ItemTriggers when a new calendar item is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New Sales OrderTriggers when a new sales order is created.
Trigger
Opportunity UpdatedTriggers when an opportunity is updated.
Trigger
Sales Order UpdatedTriggers when a sales order is updated.
Action
Create AccountCreates a new account (company) in Sage Sales Management with its contact details, address, owner and classification IDs. Returns the new account's ID.
Action
Create ActivityLogs a new activity (a call, visit or note) against an account in Sage Sales Management, optionally tied to an opportunity and a sales rep. Returns the new activity's ID.
Action
Create Calendar ItemCreates a calendar appointment or task in Sage Sales Management, optionally linked to an account, contact and sales rep. Returns the new calendar entry's ID.
Action
Create ContactCreates a new contact person in Sage Sales Management, optionally linked to an account and a sales rep. Returns the new contact's ID.
Action
Create EntityCreates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of that type's own fields. Returns the new record's ID.
Action
Create OpportunityCreates a new sales opportunity against an account in Sage Sales Management, with its value, currency, win probability, status and owner. Returns the new opportunity's ID.
Action
Create or Update AccountFinds an account by its exact company name in Sage Sales Management and updates it, or creates a new account when no match is found. Returns the account's ID and which of the two happened.
Action
Create or Update ContactFinds a contact by email address in Sage Sales Management and updates it, or creates a new contact when no match is found. Returns the contact's ID and which of the two happened.
Action
Create Sales OrderCreates a sales order header for an account in Sage Sales Management, with its reference, total, currency, status, discounts and owner. Returns the new order's ID; order lines are added separately.
Action
Find AccountReturns the accounts in Sage Sales Management whose company name exactly matches the one you give, with the first match surfaced on its own for easy mapping.
Action
Find Account by Any FieldReturns the accounts in Sage Sales Management where the field you name equals the value you give, so you can look an account up by email, phone, VAT number, external ID or any other stored field.
Action
Find Account by External IDReturns the account in Sage Sales Management carrying the external ID you give — the ID your own system uses for that company.
Action
Find ContactReturns the contacts in Sage Sales Management whose email address exactly matches the one you give, with the first match surfaced on its own for easy mapping.
Action
Find Contact by Any FieldReturns the contacts in Sage Sales Management where the field you name equals the value you give, so you can look a contact up by phone, last name, account, external ID or any other stored field.
Action
Find Contact by External IDReturns the contact in Sage Sales Management carrying the external ID you give — the ID your own system uses for that person.
Action
Find EntitySearches any Sage Sales Management record type — accounts, contacts, opportunities, sales orders, activities and so on — for records where the field you name equals the value you give.
Action
Find OpportunityReturns the opportunities in Sage Sales Management whose reference exactly matches the one you give, with the first match surfaced on its own for easy mapping.
Action
Find Opportunity by Any FieldReturns the opportunities in Sage Sales Management where the field you name equals the value you give, so you can look one up by account, status, owner, external ID or any other stored field.
Action
Find Opportunity by External IDReturns the opportunity in Sage Sales Management carrying the external ID you give — the ID your own system uses for that deal.
Action
Get UserReturns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status.
Action
List AccountsList accounts stored in Sage Sales Management, most recently updated first.
Action
List BranchesReturns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need.
Action
List CountriesReturns every country Sage Sales Management knows about with its ID and ISO codes, so you can supply the country ID accounts and contacts expect.
Action
List CurrenciesReturns every currency configured in Sage Sales Management with its ID, ISO code and symbol, so you can supply the currency ID opportunities and orders expect.
Action
List TimezonesReturns every time zone Sage Sales Management supports with its ID and IANA name, so you can supply the time zone ID branches expect.
Action
List UsersReturns the users (sales reps) in Sage Sales Management with their names, emails and IDs, so you can pick the sales-rep ID other operations need.
Action
Update AccountUpdates an existing account in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update ActivityUpdates an existing activity in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update Calendar ItemUpdates an existing calendar appointment or task in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update ContactUpdates an existing contact in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update EntityUpdates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of the fields you want changed. Fields you leave out keep their current values.
Action
Update OpportunityUpdates an existing opportunity in Sage Sales Management. Only the fields you supply are changed; anything left blank is left as it is on the record.
Action
Update Sales OrderUpdates an existing sales order in Sage Sales Management. Only the fields you supply are changed; anything left blank stays as it is on the order.
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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