Integration
Connect Daftra and Google Drive
When Client Created fires in Daftra, your agent runs Add File Sharing Preference in Google Drive, or Comment Added (Docs/Sheets/Slides) in Google Drive to Add Invoice in Daftra. 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 Daftra and Google Drive to do together?
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Claude Code
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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.
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Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
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Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
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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.
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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 Daftra and Google Drive can do together
From Daftra to Google Drive
When Client Created in Daftra
then Add File Sharing Preference in Google Drive
When Client Updated in Daftra
then Create Comment in Google Drive
From Google Drive to Daftra
When Comment Added (Docs/Sheets/Slides) in Google Drive
then Add Invoice in Daftra
When File Created in Google Drive
then Add Invoice Payment in Daftra
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 Daftra and Google Drive
Triggers and actions 16 triggers · 123 actions
Trigger
Client CreatedTriggers when a new client is added to your Daftra account.
Trigger
Client UpdatedTriggers when a client is added or updated in Daftra.
Trigger
Estimate UpdatedTriggers when an estimate (quote) is created or updated in Daftra.
Trigger
Invoice CreatedTriggers when a new invoice (or debit note) is created in Daftra.
Trigger
Invoice UpdatedTriggers when an invoice or debit note is created or updated in Daftra.
Trigger
Journal CreatedTriggers when a new journal entry is created in Daftra.
Trigger
Journal UpdatedTriggers when a journal entry is created or updated in Daftra.
Trigger
Product CreatedTriggers when a new product is added in Daftra.
Trigger
Product UpdatedTriggers when a product is added or updated in Daftra.
Action
Add ClientCreates a new client in Daftra and returns its id and client number.
Action
Add credit noteCreates a credit note for a client in Daftra, optionally against a source invoice, with line items.
Action
Add EstimateCreates a new estimate (quote) for a client in Daftra, with optional line items.
Action
Add ExpenseCreates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations.
Action
Add InvoiceCreates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id.
Action
Add Invoice PaymentRecords a payment against an existing Daftra invoice and returns the new payment's id.
Action
Add JournalCreates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits.
Action
Add ProductCreates a new product, service or bundle in Daftra and returns its id.
Action
Add Refund ReceiptCreates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments.
Action
Add SupplierCreates a new supplier in Daftra and returns its id.
Action
Delete ClientDeletes a client from Daftra. The client must have no invoices, payments or other related records.
Action
Delete credit noteDeletes a credit note in Daftra by its ID.
Action
Delete EstimateDeletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted.
Action
Delete ExpenseDeletes an expense in Daftra, along with its related accounting journal and attachments.
Action
Delete InvoiceDeletes a sales invoice in Daftra by its ID.
Action
Delete Invoice PaymentDeletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance.
Action
Delete ProductDeletes a product, service or bundle in Daftra by its ID.
Action
Delete Refund ReceiptDeletes a refund receipt in Daftra by its ID.
Action
Delete SupplierDeletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted.
Action
Edit ClientUpdates an existing client in Daftra. Only the fields you fill in are changed.
Action
Edit EstimateUpdates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items.
Action
Edit ExpenseUpdates an existing expense in Daftra. Only the fields you fill in are changed.
Action
Edit InvoiceUpdates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields.
Action
Edit Invoice PaymentUpdates an existing invoice payment in Daftra. Only the fields you fill in are changed.
Action
Edit JournalUpdates an existing journal entry in Daftra, replacing its debit and credit lines.
Action
Edit ProductUpdates an existing product, service or bundle in Daftra. Only the fields you fill in are changed.
Action
Edit Refund ReceiptUpdates an existing refund receipt in Daftra — its date, currency, store, notes or line items.
Action
Edit SupplierUpdates an existing supplier's business name, contact details, addresses and other details.
Action
Get clientReturns a single Daftra client by id, with its contact details, addresses, balances and custom field values.
Action
Get ExpenseReturns a single expense by its id, including amount, taxes, totals, vendor, category, date and status.
Action
Get invoiceReturns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields.
Action
Get Purchase OrderReturns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields.
Action
Get Refund ReceiptReturns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client.
Action
List clientsReturns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member.
Action
List estimatesReturns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more.
Action
List invoicesReturns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more.
Action
List productsReturns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code.
Action
Update credit noteUpdates an existing credit note in Daftra — its client, date, currency, store, notes or line items.
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.
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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Questions
Daftra and Google Drive, answered
What can start an automation from Daftra?
Any of Daftra's 9 triggers in the catalog, including Client Created, Client Updated, Estimate Updated and Invoice Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Google Drive when something happens in Daftra?
Any of Google Drive's 85 actions, including Create Comment, Create File, Create File From Text and Create Folder. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Google Drive to Daftra?
Yes. When something happens in Google Drive, your agent can act in Daftra too. This page covers both directions: Google Drive's triggers and Daftra's actions are listed here as well.
Do I have to build a connector for Daftra or Google Drive?
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 Daftra and Google Drive 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.