Index of Actions in Zenphi - Updated May 02 2025
Control Flow
Flow actions for building the logic in Zenphi
Break Loop
End the current loop
Change State
Switch to a different state within the state machine
Concurrency Lock
Ensure only 1 instance of the contained actions are performed at any time, across all flows
Foreach item
Perform a set of actions for each item in a collection
If Condition
Branch the flow based on a condition
Log to History
Creates a log entry in the flow run history with the specified message.
Loop
Repeat a set of actions n number of times
Parallel
Perform multiple actions at the same time
Parallel Foreach item
Perform a set of actions for each item in a collection in parallel
Pause
Pauses or delays the flow execution.
Run Subflow
Run a Zenphi Subflow by passing input data, wait for its execution to finish, and retrieve the output data for further use.
Set Run Name
Set the name of the current flow run.
Set Variable
Set variable values
State Machine
Define multiple paths/states of flow actions and use conditions to change between states
Switch
Determine which branch to follow based on a condition
Switch By Value
Determine which branch to follow based on a value
Terminate Flow
End the flow execution
User Interaction
Actions to get input from users
Assign Task
Assigns an approval task to a user and waits for the outcome.
Request Data
Assign a task and/or collect data from users via an online form
Operations
A toolbox of functions to manipulate number, dates and text
Add Time to DateTime
Adds a specified amount of time to a given DateTime value.
Calculate Business Hours
Calculate business hours between two dates
Calculate Date Difference
Calculates the time difference between two dates.
Change Text Case
Converts a string to upper case, lower case, or title case.
Compute Aggregations
Computes the minimum, maximum, sum, and average values for the given collection of numbers.
Concatenate Collection to Text
Concatenates the members of a collection into a single text string using the specified separator between each member.
Concatenate Text
Concatenates two text values into a single string.
Convert Base64 to File
Converts a base64 string into file content.
Convert Collection to CSV
Converts a collection of data into a CSV file.
Convert File Contents to String
Converts the content of a file to a string.
Convert File to Base64
Converts a file into a base64 encoded string.
Convert Time Zone
Converts a DateTime value from one time zone to another.
Convert Unix Timestamp to DateTime
Converts a Unix timestamp value to a DateTime.
Convert to DateTime
Converts a text value to a DateTime using the specified format.
Convert to JSON String
Converts any value to a JSON string.
Convert to Number
Converts a text value to a number using the specified format.
Convert to Unix Timestamp
Converts a DateTime value to a Unix timestamp.
Count Items in Collection
Counts the number of items in a collection.
Create Text File
Creates a new text file from the provided text content.
Current Date Time
Gets the current date and time in the specified time zone.
Execute Script
Evaluates a JavaScript expression.
Extract Substring
Extract a string from a specific index with a given length.
Extract Text from HTML
Extracts text content from an HTML string.
Find Value with RegEx
Finds a single value that matches a specified RegEx pattern.
Find Values with RegEx
Finds all values that match a specified RegEx pattern.
Format Date Time
Format the specified date time value using a specific format string and culture.
Format Number
Converts a number to text using a specified format, such as currency or decimal.
Generate GUID
Generates a globally unique identifier (GUID).
Generate Random Number
Generates a random number.
Map Value
Maps or changes an input value based on specified criteria and returns the matching result.
Parse Email Address
Parses an email address into structured data.
Perform Math Operation
Performs a mathematical operation such as addition, subtraction, multiplication, or division.
Query Collection
Executes a query to retrieve items from a collection based on specified criteria. Optionally group the items in the collection.
Read Flow Information
Retrieves context information for the current flow instance.
Replace Placeholders
Replaces one or more placeholder tokens in a text value with the specified values.
Replace Text
Replaces one or more placeholder tokens in a text value with the specified values.
Search Text
Checks if the text contains, starts with, or matches a certain pattern provided by the user.
Split Text with RegEx
Splits text into a collection of strings using a RegEx pattern.
Trim Text
Trims whitespace from the beginning and end of a text string.
Integration
Actions for integration of and communication with external applications
Convert JSON to Object
Converts JSON text to a structured object.
Convert XML to JSON
Converts an XML payload to a JSON object.
Encode/Decode Base64
Encodes or decodes a string value using Base64 encoding.
Generate Email HTML
Generates email HTML content using a specified template.
Make HTTP Request
Performs an HTTP request to a specified endpoint and immediately continues execution as soon as a response is received. Use this action when you need to make a call and handle the response without waiting for further external triggers.
Make HTTP Request with Callback
Performs an HTTP request to a specified endpoint, then pauses execution and waits for a callback to resume. Use this action when you need to make a call, pause the flow, and continue only after receiving a response or additional data. The action sends a callback URL in the x-zenphi-callback-url header, which the receiving API can use to trigger the continuation.
Find Zenphi File
Retrieves metadata, such as filename, size, and type, for a specified file in Zenphi.
Tables
Zenphi’s built-in database where data is stored according to type and functions as an integral part of the Zenphi ecosystem.
Create Record
Create a new record in a Zenphi table. Returns newly created Record ID.
Create Records
Creates multiple records in a Zenphi table.
Delete Record
Deletes a record from a Zenphi table. Requires Record ID.
Delete Records
Deletes multiple records in a Zenphi table.
Find Record
Retrieves a record from a Zenphi table. Requires Record ID.
List Records
Returns a list of records from a Zenphi table based on one or more conditions.
List Records by Id
Returns a list of records from a Zenphi table. Requires Record IDs.
Lookup Record
Finds a single record from a Zenphi table based on specified criteria. Returns Record ID for matching record.
Update Record
Updates a record in a Zenphi table. Requires Record ID.
Update Records
Updates multiple records in a Zenphi table.
Artificial Intelligence
All the AI integrations collected under one roof, this is where your flow becomes really smart
Analyze Sentiment
Determines the sentiment of text using AI.
Generate Text with Gemini
Generate new text and insights using Gemini’s Generative AI. No setup is needed as this action uses Zenphi’s built-in Gemini integration.
Generate Text with Gemini (BYO API Key)
Generate text and insights using Gemini’s Generative AI. Requires your own Gemini API key for setup.
Generate Text with Gen AI
Generate new text and insights using Zenphi’s Generative AI. No setup is needed as this action uses Zenphi’s hosted GPT-4o model.
Generate Text with OpenAI (BYO API Key)
Generate text, responses, or insights using prompts sent to OpenAI’s API. Requires you to provide your own OpenAI API key for setup.
Generate Text with Reasoning Generative AI (Preview)
Generate responses and insights using supported Generative AI reasoning models. This action leverages models hosted in Zenphi’s U.S. datacenter and requires no additional setup.
Process Expense Document
Processes expense documents such as invoices and receipts to extract data from them.
Run AI Model
Executes the selected AI model on the specified PDF or Image file to extract values.
Run Document OCR
Extracts text from a document using OCR.
Translate Document
Translates a PDF, Microsoft Word, Excel, or PowerPoint document using AI while keeping the original document formatting.
Translate Text
Translates text and HTML content using AI.
Google Workspace
For Google Workspace advanced and Admin functionality
Add Label to File
Adds a label to a Google Drive file using a selected or manual label ID.
Create Calendar
Creates a secondary Google Calendar.
Create Calendar Delegate
Creates a calendar delegate in Google Calendar.
Create Calendar Event
Creates a new Google Calendar event.
Create Draft
Creates a new draft with the DRAFT label
Create Forwarding Address
Creates a forwarding address for a Gmail account.
Create Gmail Delegate
Creates a delegate for a Gmail account.
Create Gmail Filter
Creates a new filter in Gmail.
Create Gmail Label
Creates a new label in Gmail.
Delete All Calendar Events
Deletes all events associated with the primary Google Calendar of an account.
Delete Calendar
Deletes a secondary Google Calendar.
Delete Calendar Event
Deletes a Google Calendar event.
Delete File/Folder
Deletes a file or folder from Google Drive.
Delete Forwarding Address
Deletes a forwarding address from a Gmail account.
Delete Gmail Delegate
Deletes a delegate from a Gmail account.
Delete Gmail Filter
Deletes a filter from Gmail.
Delete Gmail Label
Deletes a label from Gmail.
Delete Label from File
Deletes a label from a file in Google Drive.
Delete Mobile Device
Removes a mobile device.
Delete Permission
Deletes a permission or member from a file, folder, or Shared Drive in Google Drive.
Disable 2-Step Verification
Turns off 2-Step Verification for a user in Google Directory.
Find Auto Forwarding
Retrieves the auto forwarding settings for a Gmail account.
Find Calendar Event
Retrieves the details of a Google Calendar event.
Find Calendar Events
Finds events within a Google Calendar based on search criteria.
Find File/Folder
Retrieves information about a file or folder in Google Drive.
Find Forwarding Address
Retrieves a forwarding address for a Gmail account.
Find Gmail Delegate
Retrieves a delegate for a Gmail account.
Find Gmail Filter
Retrieves a filter from Gmail.
Find Gmail Label
Retrieves a label from Gmail.
Find Permission
Retrieves a permission by its ID in Google Drive.
Generate Verification Code
Generates new backup verification codes for a user.
Invalidate Verification Code
Invalidates the current backup verification codes for the user.
List Calendar Delegates
Retrieves the calendar delegates for a Google Calendar.
List Connected Applications
Returns the set of tokens specified user has issued to 3rd party applications.
List Contacts
Retrieves a list of all contacts from Google Contacts.
List Drive Labels
Lists all labels available in Google Drive.
List Drives Shared Externally
Lists Google Shared Drives in your domain that have one or more external members.
List File Labels
Lists the labels assigned to a file in Google Drive.
List Forwarding Addresses
Retrieves the forwarding addresses for a Gmail account.
List Gmail Delegates
Retrieves the delegates for a Gmail account.
List Gmail Filters
Retrieves the filters from Gmail.
List Gmail Labels
Retrieves the labels from Gmail.
List Gmail Signatures
Retrieves the email signatures from Gmail.
List Mobile Devices
Retrieves a paginated list of all user-owned mobile devices for an account.
List Permissions
Lists the permissions of a file or Shared Drive in Google Drive.
List User Calendars
Retrieves the calendars of a user in Google Calendar.
List User's Devices
Lists or searches for device users in Google Workspace.
List User's Files/Folders
Searches and lists files or folders that the specified user owns or has access to on Google Drive.
List User's Shared Drives
Lists the Google Shared Drives that the user has access to or the drives across your domain.
List User's Shared Files
Lists shared files or folders for a user.
List Verification Codes
Retrieves the current set of valid backup verification codes for the specified user.
Move File/Folder
Moves a specified file or folder to a new location in Google Drive.
Remove Connected Application
Removes all access tokens issued by a user for an application.
Share File/Folder
Share a specified file, folder, or Shared Drive in Google Drive.
Take an Action On a Mobile Device
Takes an action that affects a mobile device. For example, remotely wiping a device.
Update Auto Forwarding
Updates the auto forwarding settings for a Gmail account.
Update Calendar Event
Updates an event in a Google Calendar.
Update Gmail Label
Updates a label in Gmail.
Update Gmail Signature
Updates the email signature for a Gmail account.
Update Gmail Vacation Setting
Updates the vacation or out of office responder setting for a Gmail account.
Google AppSheet
Access and manipulate information from your AppSheet applications
Create Record
Creates a new record in the specified AppSheet table.
Delete Record
Deletes an existing record from the specified AppSheet table.
Find Record
Retrieves an existing record from the specified AppSheet table.
List Records
Returns a list of existing records from the specified AppSheet table.
Update Record
Updates an existing record in the specified AppSheet table.
Google Calendar
Effortlessly schedule meetings, set reminders, and organize your time across devices.
Add Attendees
Invites one or more new attendees to the specified Google Calendar event.
Create Event
Creates a new Google Calendar event.
Delete Attendees
Removes one or more new attendees from the specified Google Calendar event.
Find Event
Retrieves the details of a Google Calendar event.
List Events
Returns events within a Google Calendar based on the provided search criteria.
List Free/Busy Information
Returns free/busy information for a set of Google Calendars.
Update Event
Updates an event in a Google Calendar.
Google Chat
A streamlined messaging platform for teams to collaborate and communicate in real-time.
Add Space Member
Add a Member to a Google Chat Space.
Create Space
Creates a space and adds specified users to Google Chat.
Delete Space Member
Deletes a membership from a space.
Lookup Space
Find details about a space.
Post Message
Post a Message to Google Chat.
Search Spaces
Search and list spaces in the Google Chat.
Google Contacts
Centrally manage and organize all your personal and professional contacts, accessible across Google services.
Create Contact
Creates a new contact in Google Contacts.
Create External Contact
Creates a new external contact in your Google Workspace domain.
Delete Contact
Deletes a contact from Google Contacts.
Delete External Contact
Deletes an external contact in your Google Workspace domain.
Delete Contact Photo
Deletes the profile photo of a contact from Google Contacts.
List Contacts
Returns a list of all contacts from Google Contacts.
List External Contacts
Returns a list of external contacts in your Google Workspace domain.
Update Contact
Updates a contact in Google Contacts.
Update External Contact
Updates an external contact in your Google Workspace domain.
Update Contact Photo
Updates the profile photo of a contact in Google Contacts.
Google Directory
A centralized hub to manage users, groups, and organizational structure within a Google Workspace environment.
Add Alias
Adds an alias to a user in Google Directory.
Add to Group
Adds a user or group to another group in Google Directory.
Assign License
Assigns a Google product license to a user in Google Directory.
Create Group
Creates a new group in Google Directory.
Create Organizational Unit
Creates a new organizational unit for users who need specific features and settings in Google Directory.
Create Password
Generates a random password using the specified requirements.
Create Role
Creates a role in Google Directory.
Create Role Assignment
Creates a role assignment in Google Directory.
Create User
Creates a new user in the directory in Google Directory.
Delete Alias
Removes an alias from a user in Google Directory.
Delete Group
Deletes a group in Google Directory.
Delete Group Member
Removes a member from a group in Google Directory.
Delete License
Revokes a Google product license from a user in Google Directory.
Delete Organizational Unit
Removes an organizational unit in Google Directory.
Delete Role
Deletes a role in Google Directory.
Delete Role Assignment
Deletes a role assignment in Google Directory.
Delete User
Deletes a user in Google Directory.
Delete User Photo
Removes the user's photo in Google Directory.
Find Group
Retrieves a group's properties along with a list of all members in the group in Google Directory.
Find Group Member
Read a group member's information in Google Directory.
Find License
Retrieves a specific user's license by product SKU in Google Directory.
Find Manager
Finds the manager of a specified user in Google Directory.
Find Organizational Unit
Retrieves an organizational unit in Google Directory.
Find User
Read a user's profile in Google Directory.
Find User Photo
Retrieves the user's photo in Google Directory.
Find User's Data Transfer
Retrieves a data transfer request by its resource ID in Google Directory.
Find Users Usage
Retrieves users' usage information in the account in Google Directory.
List Activities
Retrieves a list of activity events for a specific customer's account and application, such as the Google Drive application, in Google Directory.
List Calendar Resources
Retrieves a list of calendar resources for an account in Google Directory.
List Data Transfers
Lists the data transfers for a customer by source user, destination user, or status in Google Directory.
List Direct Reports
Retrieves all users reporting to the specified manager in Google Directory.
List Group Aliases
Lists all aliases for a group in Google Directory.
List Group Members
Retrieves a paginated list of all members in a group in Google Directory.
List Groups
Finds groups in the directory in Google Directory.
List Licenses
Lists all users assigned licenses for a specific product SKU in Google Directory.
List Organizational Units
Retrieves a list of all organizational units for an account in Google Directory.
List Privileges
Retrieves a list of all privileges for a customer in Google Directory.
List Recently Deleted Users
Retrieves a list of users deleted in the last 20 days.
List Role Assignments
Retrieves a list of all role assignments in Google Directory.
List Roles
Retrieves a list of all the roles in a domain in Google Directory.
Restore User
Undelete a deleted user in Google Directory.
Sign Out User
Signs out a user in Google Directory.
Suspend User
Suspends or un-suspends a user in Google Directory.
Transfer User's Data
Transfers a user's data like Google Drive, Docs, Calendar to another user in Google Directory.
Update Group
Updates a group in the directory in Google Directory.
Update Group Settings
Changes group settings in Google Directory.
Update License
Updates a user's product SKU with a different SKU in the same product in Google Directory.
Update Organizational Unit
Updates an organizational unit in Google Directory.
Update User
Updates a user in the directory in Google Directory.
Update User Photo
Adds a photo for the user in Google Directory.
Update User to Admin
Changes a user's super administration rights in Google Directory.
Google Docs
A collaborative, online word processor for creating and editing text documents with real-time sharing.
Convert to Google Docs
Converts Microsoft Word, OpenDocument Text, HTML, RTF, plain text, JPEG, PNG, GIF, BMP, and PDF files to Google Docs format.
Create Document
Creates a new Google Docs document.
Create Document from Template
Creates a new document or PDF file using the specified template in Google Docs.
Create Document from Template
Creates a new document or PDF file using the specified template in Google Docs.
Export Document
Exports a Google Docs document to another file format.
Insert Content into Document
Inserts HTML or text content into a Google Docs document.
Insert Table from Sheets into Document
Adds a table range from a Google Sheets file to a specific place in a Google Docs document.
Merge Documents
Inserts the content of one Google Docs document into another document.
Replace Placeholders in Document
Updates a Google Docs document by replacing one or more placeholder tokens with the specified text.
Translate Google Docs Document
Translates a Google Docs document into another language using AI.
Google Drive
Securely store, share, and access all your files from anywhere, on any device.
Add Label to File
Adds a label to a Google Drive file using a selected or manual label ID.
Add Member to Shared Drive
Adds a member to a specified Shared Drive in Google Drive.
Copy File
Copies a specified file in Google Drive.
Create Comment
Adds a comment to the specified file in Google Drive.
Create Folder
Creates a new folder in Google Drive.
Create Shared Drive
Creates a new Google Shared Drive in Google Drive.
Create Shortcut
Creates a shortcut to a specified file or folder in Google Drive.
Delete Item
Deletes a specified file or folder in Google Drive.
Delete Member from Shared Drive
Removes a member from a specified Shared Drive in Google Drive.
Delete Shared Drive
Removes a specified Shared Drive in Google Drive.
Delete Sharing
Deletes a permission or member from a specified file, folder, or Shared Drive in Google Drive.
Export File
Exports a Google Drive file to a specified file format.
Find Comment
Retrieves a specific comment from a file in Google Drive.
Find File/Folder
Retrieves information about a specified file or folder in Google Drive.
Find Permission
Retrieves a permission by its ID in Google Drive.
Generate HTML from Template
Generates an HTML file or content in Google Drive using a specified template.
List Comments
Returns all comments from a specified file in Google Drive.
List Files/Folders
Searches and lists files and folders in Google Drive that match the specified filter criteria.
List Permissions
Lists the permissions of a specified file or Shared Drive in Google Drive.
List Shared Drive Members
Lists the members of a specified Shared Drive in Google Drive.
List Shared Drives
Lists the Google Shared Drives that the user has access to or the drives across your domain.
Move File/Folder
Moves a specified file or folder to a new location in Google Drive.
Move Files/Folders
Moves a collection of files or folders to a new location in Google Drive.
Rename File/Folder
Renames a specified file or folder in Google Drive.
Save File
Uploads and saves a file to Google Drive.
Set Drive Visibility
Hides or shows a Google Shared Drive from the default view in Google Drive.
Share File/Folder
Share a specified file, folder, or Shared Drive in Google Drive.
Update File
Updates a file in Google Drive by adding a new version of it.
Gmail
Google's intuitive email service offers seamless communication, robust organization, and powerful search.
Add Label
Adds a label to an Gmail email message.
Create Draft
Creates a new draft with the DRAFT label
Create Label
Creates a new label in Gmail.
Delete Email Label
Deletes one or more labels from the specified email message in Gmail.
Delete Email Label
Deletes one or more labels from the specified email message in Gmail.
Delete Label
Deletes the specified label in Gmail.
Find Email
Retrieves a Gmail message using its ID.
Find Label
Retrieves information for the specified label in Gmail.
List Emails
Searches through Gmail emails based on the provided criteria.
List Labels
Returns a list of all labels in the user's Gmail mailbox.
Send Email
Send an email using Gmail.
Google Reseller
A centralized platform for Google Resellers to manage subscriptions.
Find Customer
Retrieves the specified customer's information in your Google Reseller account.
Find Subscription
Retrieves the specified subscription's information in your Google Reseller account.
List Subscriptions
Returns a list of subscriptions managed by the reseller. The list can include all subscriptions, all of a customer's subscriptions, or all of a customer's transferable subscriptions.
Google Sheets
A powerful, collaborative online spreadsheet program for data analysis, organization, and visualization.
Add Row
Adds a new row to the end of a Google Sheets document.
Add Rows
Adds multiple new rows to the end of a Google Sheets document from the specified collection.
Append Row
Adds a new row to the end of a Google Sheets document.
Convert to Sheets
Converts Microsoft Excel, OpenDocument Spreadsheet, CSV, TSV, and plain text files to Google Sheets format.
Copy Sheet
Creates a copy of a single sheet from a Google spreadsheet to another Google spreadsheet.
Create Sheet
Adds a new sheet to an existing Google Sheets document.
Create Spreadsheet
Creates a new Google Sheets document.
Delete Rows
Deletes the specified rows in a Google Sheets document.
Delete Sheet
Deletes a sheet from an existing Google Sheets document.
Duplicate Sheet
Creates a copy of an existing sheet within the same Google Sheets document.
Export Spreadsheet
Exports a Google Sheets document to another file format.
Export to PDF
Exports a Google Sheets or a specific range to a PDF format.
Find Row
Retrieves a row from a Google Sheets document using its row number.
Find Spreadsheet
Retrieves the Google Sheets document using the specified ID.
Insert Cells
Inserts a set of cells or a full row at a specific row number in a Google Sheets document.
List Columns
Retrieves a range of values from the specified columns in a Google Sheets document.
List Rows
Retrieves all rows from the specified sheet or range in a Google Sheets document.
Lookup Row
Finds a single row in a Google Sheets document by searching values in a specified column.
Lookup Rows
Finds rows in a Google Sheets document by searching values in a specified column.
Rename Sheet
Renames a specific sheet in a Google Sheets document.
Update Row
Updates a specific row in a Google Sheets document.
Update Rows
Updates multiple rows in a Google Sheets document.
Google Slides
Create and collaborate on engaging presentations online with a variety of themes and multimedia options.
Add Chart to Slide
Adds a chart from a Google Sheets file to a specific location in a Google Slide.
Convert to Google Slides
Converts Microsoft PowerPoint and OpenDocument Presentation files to Google Slides format.
Delete Slides
Deletes one or more slides from a Google Slides file.
Duplicate Slide
Creates a copy of a slide within the same Google Slides file.
Export Google Slides
Exports a Google Slides file to another file format.
Generate Slides from Template
Generates a Google Slides or PDF file from a template.
Merge Slides
Merges multiple slides into a single Google Slides file.
Replace Placeholders
Updates a Google Slides document by replacing one or more placeholders with the specified text.
Google Storage
A scalable and durable object storage service for businesses to store and access their data in the cloud.
Copy Object
Copies an object between buckets in Google Cloud Storage.
Google Tasks
A simple and integrated to-do list to manage and track your tasks across Google services.
Create Task
Adds a new task to a specified task list in Google Tasks.
Create Task List
Creates a new task list in Google Tasks.
Find Task
Retrieves a task from a specified task list in Google Tasks.
Find Task List
Retrieves information about a specific task list in Google Tasks.
List Task Lists
Returns a list of all task lists in Google Tasks.
List Tasks
Returns all tasks in a specified task list in Google Tasks.
Update Task
Updates a specified task in Google Tasks.
Google Vault
Retain, archive, search, and export your organization's data from Google Workspace for compliance and legal needs.
Create Export
Creates a new export in Google Vault.
Find Export
Retrieves the specified export from Google Vault.
List Exports
Returns a list of all exports in Google Vault.
Adobe
A trusted electronic signature solution to easily send, sign, track, and manage documents securely in the cloud.
Send Document for Signing
Send a document for signing using Adobe Sign.
Send Template for Signing
Send a document for signing using a template in Adobe Sign.
PDF
A universally compatible file format preserving document formatting and content across different platforms.
Add Watermark
Adds a watermark to a newly rendered PDF document or an existing one.
Convert HTML to PDF
Converts an HTML string to a PDF document.
Convert Images to PDF
Converts one or more image files to a PDF document, with each image creating one page.
Extract Pages
Extracts one or more pages from the specified PDF document into a new PDF document.
Fill PDF Form
Fills out a form in a PDF document.
List Fields
Retrieves fields from a PDF document.
Merge Documents
Joins two or more PDF documents into one document.
Read Document Information
Retrieves metadata such as title, page count, etc., of a PDF document.
Split Pages
Splits PDF document pages and creates one new PDF document per page.
Update Security Settings
Configures protection settings for a PDF document.
Affinity
A relationship intelligence platform built for dealmakers in private capital to find, close, and grow deals faster by leveraging their network.
Create List Entry
Creates a new entry in the specified Affinity list.
Create Organization
Creates a new Affinity organization.
Find Organization
Searches your Affinity team's data and retrieves all organizations that meet the search criteria.
Find People
Searches your Affinity team's data and retrieves all persons that meet the search criteria.
List Entries
Returns all entries in the specified Affinity list.
Update List Entry
Updates an existing entry in the specified Affinity list.
Update Organization
Updates an existing Affinity organization in the system.
Upload Files
Uploads files attached to the specified Affinity entity.
Airtable
A collaborative spreadsheet-database hybrid for organizing information, managing projects, and building custom applications without code.
Create Record
Creates a new record in the specified Airtable base.
Delete Record
Deletes the specified record from the Airtable base.
Find Record
Retrieves the specified record by its unique identifier from the Airtable base.
List Records
Returns a list of records from the specified Airtable base.
Update Record
Updates the specified record with new information in the Airtable base.
Annature eSign
An Australian-made eSignature platform offering secure and efficient digital document signing with features like SMS sending, team management, and blockchain verification.
Send Document for Signing
Creates an Annature envelope using documents and sends it to recipients for digital signatures.
Send Template for Signing
Sends a digital signing request based on the specified template.
Asana
A leading work management platform helping teams organize, track, and manage their projects and tasks effectively.
Create Comment
Creates a new comment in Asana.
Create Custom Field
Creates a new custom field in Asana.
Create Project
Creates a new project in Asana.
Create Task
Creates a new task in Asana.
Create Team
Creates a new team in Asana.
Delete Custom Field
Deletes the specified custom field in Asana.
Delete Project
Deletes the specified project in Asana.
Delete Task
Deletes the specified task in Asana.
Find Project
Retrieves the specified project information in Asana.
Find Task
Retrieves the specified task information in Asana.
Find Team
Retrieves the specified team information in Asana.
Find User
Retrieves the specified user information in Asana.
Find Workspace
Retrieves the specified workspace information in Asana.
List Projects
Returns a list of projects in Asana.
List Tasks
Returns a list of tasks, optionally filtered by specified criteria, in Asana.
List Teams
Returns a list of teams in Asana.
List Users
Returns a list of users in Asana.
List Workspaces
Returns a list of workspaces in Asana.
Update Custom Field
Updates the specified custom field in Asana.
Update Project
Updates the specified project in Asana.
Update Task
Updates the specified task in Asana.
Update Team
Updates the specified team in Asana.
Update Workspace
Updates the specified workspace in Asana.
Upload Attachment
Uploads an attachment to an object and returns the compact record for the created attachment in Asana.
ClickUp
An all-in-one productivity platform combining project management, tasks, docs, goals, and more in a customizable workspace.
Create Task
Creates a new task in your ClickUp account.
Delete Task
Deletes a task in your ClickUp account.
List Tasks
Returns a list of tasks in your ClickUp account.
Update Task
Updates the specified task in your ClickUp account.
DocuSign
The leading eSignature platform enables secure and legally binding electronic agreements across various industries.
Send Document for Signing
Sends one or more documents for signing using DocuSign.
Send Template for Signing
Sends a document for signing using a specified DocuSign template.
Dropbox
A widely used cloud storage and file synchronization service for accessing and sharing files across devices.
Create Folder
Creates a new folder in Dropbox.
Delete Item
Deletes a file or folder from Dropbox.
Find File
Retrieves information about the specified file.
Rename Item
Renames a file or folder in Dropbox.
Upload File
Uploads a file to Dropbox.
Upload Files
Uploads a collection of files to Dropbox.
HubSpot
A comprehensive CRM platform offering tools for marketing, sales, service, and operations to grow your business.
Create Note
Creates a note in HubSpot.
Create Record
Creates a new Contact, Company, Deal, or Ticket in HubSpot.
Delete Record
Deletes (archives) a record in HubSpot.
Find Contact
Find a contact in HubSpot using their email address.
Find HubSpot Owner
Retrieves HubSpot owner information using the owner ID or email address.
Find Note
Retrieves a note identified by its ID in HubSpot.
Find Record
Retrieves a record from HubSpot.
List Owners
Returns all owners in a HubSpot account.
List Records
Reads records from HubSpot matching the specified filter.
List Records by Text Query
Performs a text search against all property values in HubSpot.
Log Email Activity
Logs an email activity for a HubSpot object like contact, company, etc.
Update Email Activity
Updates a HubSpot email activity for a HubSpot object like contact, company, etc.
Update Record
Updates fields of an existing record in HubSpot.
Jira
A powerful issue tracking and project management tool designed for software development teams and beyond.
Create Comment
Creates a comment on the specified issue.
Create Issue
Creates a new issue or subtask in Jira, if the option to create subtasks is enabled.
Create Project
Creates a new project based on a specified project type template.
Create Project Category
Creates a new project category in Jira.
Delete Issue
Deletes the specified issue from Jira.
Delete Project
Deletes the specified project from Jira.
Delete Project Category
Deletes the specified project category from Jira.
Find Issue
Retrieves the details of the specified issue in Jira.
List Issues
Finds issues based on the specified search criteria in Jira.
List Project Categories
Returns a list of all project categories in Jira.
List Projects
Returns a list of all projects in Jira.
List Users by Project
Returns a list of users associated with the specified project key in Jira.
Update Issue
Updates the specified issue in Jira.
Update Project
Updates the details of the specified project in Jira.
Jira Service Desk
A flexible service desk solution built on Jira, enabling IT and service teams to manage requests, incidents, problems, and changes efficiently.
Create Comment
Creates a public or internal comment on an existing customer request.
Create Ticket
Creates a ticket in Jira Service Desk.
Find Ticket
Retrieves information about a specific ticket.
List Tickets
Returns a list of tickets, optionally filtered by the specified criteria.
Update Ticket
Updates information for a specific ticket.
LinkedIn
The world's largest professional networking platform for building connections, finding jobs, and sharing industry insights.
Create Post
Creates a new post on a LinkedIn page.
monday.com
A flexible Work OS where teams build custom workflows, manage projects, and collaborate effectively to achieve their goals.
Create Board
Creates a new board in the specified workspace on monday.com.
Create Item
Creates a new item in monday.com.
Create Subitem
Create a subitem
Delete Column Values
Deletes all items within a column's values in monday.com.
Delete Item
Deletes an item from a board on monday.com.
Download File
Downloads a file using its public URL in monday.com.
Find Item
Retrieves an item from all boards or specific boards in monday.com.
Get Files
Get files from all boards or specific boards.
Get Items By Group
Get items from a specific group
List Boards
Returns a list of boards from all workspaces in monday.com.
List Items
Returns items from all boards or specific boards in monday.com.
Move Item
Moves an item between groups within the same board in monday.com.
Update Item
Updates the values of columns on a specific item in monday.com.
Update Subitem
Update values of columns on a specific subitem
Upload File
Adds a file to the file column of a specific item in monday.com.
Microsoft Entra ID
Microsoft's cloud-based identity and access management service, providing secure access to applications and resources for employees, partners, and customers.
Assign Manager
Assigns a manager to a user in Azure Active Directory.
Create Group
Creates a group in Microsoft Entra ID (formerly Azure Active Directory).
Create User
Creates a user in Microsoft Entra ID (formerly Azure Active Directory)
Delete Group
Deletes a group from Microsoft Entra ID (formerly Azure Active Directory).
Delete User
Deletes a user from Microsoft Entra ID (formerly Azure Active Directory)
Invite User
Invites a person as an external user in Microsoft Entra ID (formerly Azure Active Directory).
List Groups
Returns a list of groups from your Microsoft Entra ID (formerly Azure Active Directory).
List Users
Returns a list of users from your Microsoft Entra ID (formerly Azure Active Directory).
Update Group
Updates a group in Microsoft Entra ID (formerly Azure Active Directory).
Update User
Updates a user in Microsoft Entra ID (formerly Azure Active Directory).
Microsoft Excel
A powerful spreadsheet software for data analysis, calculations, charting, and organization.
Add Row
Adds a new row to a Microsoft Excel document or its table.
Create Sheet
Adds a new sheet to an existing Microsoft Excel document.
Create Table
Create a new table in a specific sheet.
Delete Rows
Deletes the specified rows in a Microsoft Excel document.
List Rows
Retrieves all rows from the specified sheet or range in a Microsoft Excel document.
List Sheets
Returns the names of all sheets within the selected workbook.
List Tables
Retrieves all tables from the specified sheet in a Microsoft Excel document.
Lookup Row
Finds a row in a specified Sheet in a Microsoft Excel document by searching values in a specified column.
Lookup Rows
Finds rows in a specified Sheet in a Microsoft Excel document by searching values in a specified column.
Update Row
Updates a row in a Microsoft Excel document or its table.
Microsoft Outlook
A personal information manager that integrates email, calendar, contacts, and tasks for efficient communication and organization.
Send Email
Send an email using the specified Outlook account.
Microsoft Word
A widely used word processing software for creating, editing, and formatting text documents.
Generate Document Using Microsoft Word Template
Creates a new document or PDF file using the specified template in Microsoft Word format.
Merge Microsoft Word Documents
Merge two Microsoft Word documents into a single Word document.
OneDrive
Microsoft's cloud storage service that lets you store files and photos and access them from any device.
Convert File
Convert a OneDrive file to a specified file format.
Copy File
Copies a specified file in OneDrive.
Create Folder
Creates a new folder in OneDrive.
Create Share Link
Creates a new sharing link for a file or folder in OneDrive.
Delete File/Folder
Delete a specified file or folder from OneDrive.
Download File
Downloads a file using its public URL in OneDrive.
Find File/Folder
Retrieves information about a specified file or folder in OneDrive.
List Files/Folders
Retrieve a list of files/folders in a specified OneDrive folder.
Move File/Folder
Moves a specified file or folder to a new location in OneDrive.
Rename File/Folder
Renames a file or folder in OneDrive.
Search Files/Folders
Searches and lists files and folders in OneDrive that match the specified name.
Update File
Updates the content of a file in OneDrive.
Upload File
Uploads a file to OneDrive.
SharePoint
A Microsoft platform for team collaboration, document management, and building intranet sites.
Check In File
Checks in a checked out file in document library
Check Out File
Check out a file in document library
Copy File
Copy a file in a SharePoint document library or OneDrive Business.
Delete File/Folder
Delete a specific file or folder from the SharePoint document library or OneDrive Business.
Discard Check Out File
Discard the check out of a file in the document library. Any changes made to the item while it was checked out are discarded.
Find File/Folder
Retrieves information and metadata about a specified file or folder in document library or OneDrive Business
List Files/Folders
Retrieve a list of files/folders in SharePoint document library or OneDrive Business
Move File/Folder
Move a file or folder to a new location in a SharePoint document library or OneDrive Business.
Rename File/Folder
Rename a file or folder in a SharePoint document library or OneDrive Business.
Upload File
Upload a file to a location in a SharePoint document library or OneDrive Business.
SharePoint List
Flexible, customizable lists within SharePoint for tracking information, managing workflows, and organizing data collaboratively.
Add Attachment
Adds an attachment to an item in a SharePoint list.
Create List Item
Creates a new list item in a SharePoint list.
Delete Items
Delete items from a SharePoint list.
Find Item
Find an item from a SharePoint list.
List Items
Get the collection of items in a SharePoint list.
Update List Item
Updates a list item in a SharePoint list.
SQL Server
A robust relational database management system by Microsoft for storing, retrieving, and managing data.
Execute SQL Query
Executes any SQL query on the SQL Server database.
MySQL
A popular open-source relational database management system known for its reliability and ease of use.
Execute MySQL Query
Executes any SQL query on the MySQL Server database.
Oracle
A leading multi-model database management system known for its scalability, reliability, and performance for enterprise applications.
Execute Oracle Query
Executes a specified SQL query on an Oracle Server.
Google BigQuery
A serverless, highly scalable, and cost-effective data warehouse for analytics and big data processing.
Execute Query
Executes an SQL query in the specified Google BigQuery project.
Pipedrive
A sales-focused CRM platform for managing deals, tracking activities, and growing revenue through effective pipeline management.
Create Deal
Creates a new deal in Pipedrive.
Delete Deal
Deletes the specified deal in Pipedrive. The deal will be permanently removed after 30 days.
Find Deal
Retrieves the details of a specific deal in Pipedrive.
List Deals
Find deals by searching through titles, notes, and/or custom fields in Pipedrive.
Update Deal
Updates the properties of a specified deal in Pipedrive.
QuickBooks
Cloud-based accounting software for small businesses to manage finances, track expenses, and generate reports with ease.
Create Bill
Creates a new bill in your QuickBooks account.
Create Customer
Creates a new customer in your QuickBooks account.
Create Expense
Creates a new expense in your QuickBooks account.
Create Invoice
Creates a new invoice in your QuickBooks account.
Create Vendor
Creates a new vendor in your QuickBooks account.
Delete Bill
Deletes a bill in your QuickBooks account.
Delete Invoice
Deletes an invoice in your QuickBooks account.
Find Customer
Finds a specific customer in your QuickBooks account.
Find Term
Find a specific term in your QuickBooks account.
Find Vendor
Find a specific vendor in your QuickBooks account.
List Bills
Returns a list of bills in your QuickBooks account.
List Customers
Returns a list of customers in your QuickBooks account.
List Expenses
Returns a list of expenses in your QuickBooks account.
List Invoices
Returns a list of invoices in your QuickBooks account.
List Terms
Returns a list of terms in your QuickBooks account.
List Vendors
Returns a list of vendors in your QuickBooks account.
Update Bill
Updates a bill in your QuickBooks account.
Update Customer
Updates a customer in your QuickBooks account.
Update Invoice
Updates an invoice in your QuickBooks account.
Update Vendor
Updates a vendor in your QuickBooks account.
Salesforce
The leading cloud-based CRM platform empowering businesses with tools for sales, service, marketing, and more to build stronger customer relationships.
Create File
Creates a new file in a Salesforce account.
Create Record
Creates a new record in Salesforce.
Delete File
Deletes the file linked to a record in Salesforce.
Delete Record
Deletes a record from Salesforce.
Find Record
Retrieves a record from Salesforce.
List Files
Returns a list of files associated with a record in Salesforce.
List Records
Returns a list of records from Salesforce matching the specified filter.
Update Records
Updates records in Salesforce matching the specified filter.
SendGrid
A leading cloud-based email platform for reliable transactional and marketing email delivery at scale.
Send Email
Send an email using SendGrid.
Slack
A popular messaging and collaboration platform bringing teams together with channels, direct messages, and integrations.
Add Members
Adds users to the specified Slack channel.
Create Channel
Creates a new public or private channel in Slack.
Create User Group
Creates a new user group in Slack.
List Channel Members
Returns a list of members in the specified Slack channel.
List User Group Members
Returns a list of all users in the specified user group.
List User Groups
Returns a list of all user groups for the team.
Send Message
Sends a message to a specified Slack channel.
Update Channel
Edits the channel name or archives the specified channel.
Update User Group
Updates an existing user group in Slack.
Update User Group Members
Updates the list of users in the specified user group.
Update User Group Status
Enables or disables an existing user group in Slack.
Smartsheet
A collaborative work management platform for planning, tracking, and managing projects and processes with a spreadsheet-like interface.
Attach File
Attach a file to the specified row in Smartsheet.
Creates a new row in the specified Smartsheet sheet.
Deletes one or more rows from the specified Smartsheet sheet.
Retrieves a row from the specified Smartsheet sheet.
Returns a range of rows from the specified Smartsheet sheet.
Updates cell values in the specified row of a Smartsheet sheet.
Telnyx
A global cloud communications platform providing businesses with voice, messaging, and connectivity services through robust APIs and a reliable network.
Send SMS
Send a text message to a cell/mobile number using Telnyx.
Trello
A visual project management tool using boards, lists, and cards to organize tasks and collaborate with teams.
Create Card
Creates a new card on the specified board.
Delete Card
Deletes a card from the specified board.
Update Card
Updates a card on the specified board.
Twilio
A cloud communications platform enabling businesses to integrate voice, SMS, video, and other communication functionalities into their applications via APIs.
Send SMS
Send a text message to a specified mobile number using Twilio.
Xero
A cloud-based accounting software designed for small businesses, offering features like invoicing, bank reconciliation, and financial reporting.
Create Bill
Creates a new bill in your Xero account.
Create Invoice
Creates a new invoice in your Xero account.
Create Purchase Order
Creates a new purchase order in your Xero account.
Email Invoice
Emails the invoice to the contact selected in that invoice.
List Bills
Returns a list of bills in your Xero account.
List Invoices
Returns a list of invoices in your Xero account.
List Purchase Orders
Returns a list of purchase orders in your Xero account.
Read Invoice/Bill as PDF
Retrieves the specified invoice or bill as a PDF document.
Read Purchase Order as PDF
Retrieves the specified purchase order as a PDF document.
Update Bill
Updates the specified bill in your Xero account.
Update Invoice
Updates the specified invoice in your Xero account.
Update Purchase Order
Updates the specified purchase order in your Xero account.