Connect Capsule CRM and Google Drive

Both apps 162Capsule CRM 70Google Drive 92

• Trigger
  List projects

  list projects (cases/kases), surfacing new ones over time

• Trigger
  List tasks

  list tasks, surfacing new ones over time

• Trigger
  New case

  Polls for newly created cases in Capsule CRM.

• Trigger
  New opportunity

  Polls for newly created opportunities in Capsule CRM.

• Trigger
  New organization

  Polls for newly created organizations in Capsule CRM.

• Trigger
  New person

  Polls for newly created people in Capsule CRM.

• Trigger
  New task

  Polls for newly created tasks in Capsule CRM.

• Trigger
  New user

  Polls for newly created user accounts in Capsule CRM.

• Action
  Add additional party to opportunity

  add an additional party to an opportunity

• Action
  Add Task

  Add a task in Capsule CRM, optionally linked to a party.

• Action
  Complete a task

  Marks a task as completed in Capsule CRM.

• Action
  Create a case

  Creates a new case (kase) in Capsule CRM, optionally linked to a party.

• Action
  Create a new task for organization

  This action creates a new task for the specified organization.

• Action
  Create an open case for organization

  This action creates a new open case for the specified organization.

• Action
  Create an open case for person

  This action creates a new open case for the specified person.

• Action
  Create an organization

  Creates a new organization party in Capsule CRM.

• Action
  Create a note

  Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.

• Action
  Create a person

  Creates a new person party in Capsule CRM.

• Action
  Create a tag for organization

  This action creates a new tag for the specified organization.

• Action
  Create a tag for person

  This action creates a new tag for the specified person.

• Action
  Create entry

  create an activity entry

• Action
  Create opportunity

  create an opportunity

• Action
  Create party

  create a party (person or organization)

• Action
  Create project

  create a project (case)

• Action
  Create tag

  create a tag for an entity type

• Action
  Delete a party

  Deletes a party by id in Capsule CRM.

• Action
  Delete entry

  delete an activity entry

• Action
  Delete opportunity

  delete an opportunity

• Action
  Delete project

  delete a project

• Action
  Delete tag

  delete a tag

• Action
  Delete task

  delete a task

• Action
  Get Party

  Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.

• Action
  List additional parties for opportunity

  list additional parties on an opportunity

• Action
  List cases

  Lists cases (kases) in Capsule CRM.

• Action
  List deleted opportunities

  list deleted opportunities

• Action
  List deleted parties

  list deleted parties

• Action
  List deleted projects

  list deleted projects

• Action
  List employees of party

  list people employed at an organization party

• Action
  List entries by date

  list activity entries by date

• Action
  List entries for entity

  list activity entries for a party/opportunity/project

• Action
  List opportunities

  Lists sales opportunities in Capsule CRM.

• Action
  List opportunities by party

  list opportunities for a party

• Action
  List parties

  Lists parties (people and organizations) in Capsule CRM.

• Action
  List projects associated with opportunity

  list projects associated with an opportunity

• Action
  List projects by party

  list projects for a party

• Action
  List tags

  list tags for an entity type

• Action
  List teams

  list teams

• Action
  List tracks for entity

  list tracks for an entity

• Action
  List users

  list users

• Action
  Remove additional party from opportunity

  remove an additional party from an opportunity

• Action
  Run filter query

  run a saved/ad-hoc filter query for an entity

• Action
  Search opportunities

  search opportunities

• Action
  Search parties

  Searches parties by a free-text query in Capsule CRM.

• Action
  Search projects

  search projects

• Action
  Show current user

  get the authenticated user

• Action
  Show entry

  retrieve an activity entry by ID

• Action
  Show opportunity

  retrieve an opportunity by ID

• Action
  Show project

  retrieve a project by ID

• Action
  Show site config

  get account/site configuration

• Action
  Show tag

  retrieve a tag by ID

• Action
  Show task

  retrieve a task by ID

• Action
  Show user

  retrieve a user by ID

• Action
  Update entry

  update an activity entry

• Action
  Update opportunity

  update an opportunity

• Action
  Update party

  update a party

• Action
  Update project

  update a project

• Action
  Update tag

  update a tag

• Action
  Update task

  update a task

• Action
  Update user

  update a user

• Action
  Upload attachment

  upload an attachment

• Trigger
  Comment Added (Docs/Sheets/Slides)

  Triggers when a new comment is added to Google Docs, Sheets, or Slides.

• Trigger
  File Created

  Triggers when a new file is created in Google Drive.

• Trigger
  File Deleted or Trashed

  Triggers 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 Updated

  Triggers when a file's metadata or content changes in Google Drive.

• Trigger
  Google Drive Changes

  Triggers when changes are detected in a Google Drive.

• Trigger
  New File Matching Query

  Triggers 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 Preference

  Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.

• Action
  Add Parent

  Tool 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 Property

  Tool 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 Values

  Read multiple explicit ranges from one Google Spreadsheet in one request.

• Action
  Batch Update Spreadsheet Values

  Write values to multiple Google Sheets ranges in one batch request.

• Action
  Clear Spreadsheet Values

  Permanently clear values from one range while preserving formatting, notes, and validation.

• Action
  Copy File

  Duplicates an existing file in google drive, identified by its `file id`.

• Action
  Copy File Advanced

  Creates 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 Comment

  Tool 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 File

  Creates 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 Text

  Creates 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 Folder

  Creates 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 Permission

  Tool 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 Batch

  Creates 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 Reply

  Tool 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 File

  Tool 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 Child

  Tool 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 Comment

  Deletes a comment from a file. use when you need to remove a specific comment from a google drive file.

• Action
  Delete Parent

  Tool 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 Permission

  Deletes 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 Property

  Tool 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 Reply

  Tool to delete a specific reply by reply id. use when you need to remove a reply from a comment on a file.

• Action
  Delete Revision

  Tool 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 File

  Downloads 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 Operation

  Tool 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 Revision

  Download 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 File

  Updates an existing google drive file by overwriting its entire content with new text (max 10mb).

• Action
  Empty Trash

  Tool 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 File

  Exports 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 File

  Tool 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 Folder

  Tool 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 Ids

  Generates 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 About

  Tool 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 App

  Tool 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 Change

  Tool 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 Token

  Tool 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 Child

  Tool 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 Comment

  Tool 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 Document

  Retrieve a native Google Docs document's structured content and metadata by ID.

• Action
  Get File Metadata

  Tool 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 Property

  Tool 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 Form

  Retrieve a Google Form's definition, questions, settings, and publishing state by ID.

• Action
  Get Parent

  Tool 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 Permission

  Gets a permission by id. use this tool to retrieve a specific permission for a file or shared drive.

• Action
  Get Permission Id For Email

  Tool 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 Presentation

  Retrieve a Google Slides presentation and its complete page structures by ID.

• Action
  Get Presentation Page Thumbnail

  Generate one short-lived page thumbnail URL using an expensive Slides quota read.

• Action
  Get Reply

  Tool 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 Revision

  Tool 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 Spreadsheet

  Retrieve a Google Spreadsheet's structure, metadata, and selected grid data.

• Action
  Get Spreadsheet Values

  Read values from one range in a Google Spreadsheet.

• Action
  Google Drive Delete Folder Or File Action

  Tool 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 Child

  Tool 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 Changes

  Tool 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 V2

  Tool 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 Comments

  Tool 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 Labels

  Tool 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 Properties

  Tool 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 Files

  Tool 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 Responses

  Return one page of submissions for a Google Form.

• Action
  List Permissions

  Tool 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

  Tool 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 Comment

  Tool 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 Revisions

  Tool 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 Drives

  Tool 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 File

  Tool 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 Permission

  Tool 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 Property

  Tool 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 Values

  Read values from one or more ranges in a Google spreadsheet.

• Action
  Resumable Upload

  Tool 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 Channel

  Tool to stop watching resources through a specified channel. use this when you want to stop receiving notifications for a previously established watch.

• Action
  Trash File

  Tool 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 Comment

  Tool 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 Patch

  Tool 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 Property

  Tool 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 Put

  Updates 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 Metadata

  Updates 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 Permission

  Tool to update a permission with patch semantics. use when you need to modify an existing permission for a file or shared drive.

• Action
  Update Reply

  Tool 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 Values

  Write values to one exact Google Sheets range.

• Action
  Upload From Url

  Tool 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 File

  Tool 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 Changes

  Tool 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 File

  Tool 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 Values

  Replace values in one range of a Google spreadsheet.

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