> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.meetgail.com/platform/workflows/node-reference/integrations/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server.

# Integrations

> Nodes that connect your workflows to outside apps like Google Drive, Google Sheets, SFTP, JotForm, and AgencyZoom.

Integration nodes let a workflow reach the apps you already use: pull a file from
Google Drive, append a row to a spreadsheet, move files over SFTP, submit a
JotForm, or read, create, and update records in AgencyZoom. Use them to bring outside data
into a run, or to push what your workflow produced back out to the systems your
team works in every day.

> **Note**
>
> Most apps connect once from the [Marketplace](https://app.meetgail.com/marketplace).
> Connect the account there, and these nodes act on your behalf without you having
> to enter credentials in the workflow. A couple of integrations (SFTP and JotForm)
> authenticate with a workflow [Secret](/platform/workflows/core-concepts/secrets) instead;
> each provider's page spells out what it needs.

#### [Google Drive](/platform/workflows/node-reference/integrations/google-drive)

List, download, and upload files in a connected Google Drive.

#### [Google Sheets](/platform/workflows/node-reference/integrations/google-sheets)

Append rows to a spreadsheet, matched to columns by header.

#### [SFTP](/platform/workflows/node-reference/integrations/sftp)

List, download, and upload files on a remote SFTP server.

#### [JotForm](/platform/workflows/node-reference/integrations/jotform)

Submit answers to a JotForm form.

#### [AgencyZoom](/platform/workflows/node-reference/integrations/agencyzoom)

Search and update customers, leads, and tasks, and create new leads in AgencyZoom.

> Documentation for Gail, the AI platform for financial services. Learn how to set up GailGPT and Gail Agent to automate customer communications for insurance, banking, and finance.

## Docs

- [Google Drive](https://docs.meetgail.com/platform/workflows/node-reference/integrations/google-drive.md): Nodes that read from and write to a connected Google Drive account.
- [Google Drive Download File](https://docs.meetgail.com/platform/workflows/node-reference/integrations/google-drive/google-drive-download-file.md): Downloads a single Google Drive file into the run so later steps can use it.
- [Google Drive List Files](https://docs.meetgail.com/platform/workflows/node-reference/integrations/google-drive/google-drive-list-files.md): Lists the files and folders in a Google Drive folder, with optional filters and sorting.
- [Google Drive Upload File](https://docs.meetgail.com/platform/workflows/node-reference/integrations/google-drive/google-drive-upload-file.md): Saves a file into a Google Drive folder, creating it or replacing the matching one by name.
- [Google Sheets](https://docs.meetgail.com/platform/workflows/node-reference/integrations/google-sheets.md): Nodes that write to a connected Google Sheets spreadsheet.
- [Google Sheets Append Rows](https://docs.meetgail.com/platform/workflows/node-reference/integrations/google-sheets/google-sheets-append-rows.md): Adds one or more rows to a Google Sheets tab, matching each row's fields to columns by header name.
- [SFTP](https://docs.meetgail.com/platform/workflows/node-reference/integrations/sftp.md): Nodes that list, download, and upload files on a remote SFTP server.
- [SFTP Download](https://docs.meetgail.com/platform/workflows/node-reference/integrations/sftp/sftp-download.md): Downloads a single file from a remote SFTP server into the run so later steps can use it.
- [SFTP List Directory](https://docs.meetgail.com/platform/workflows/node-reference/integrations/sftp/sftp-list-directory.md): Lists the files and folders in a directory on a remote SFTP server, with optional filters and sorting.
- [SFTP Upload](https://docs.meetgail.com/platform/workflows/node-reference/integrations/sftp/sftp-upload.md): Uploads a file from the run to a path on a remote SFTP server.
- [JotForm](https://docs.meetgail.com/platform/workflows/node-reference/integrations/jotform.md): Start a workflow from a JotForm submission, or submit answers to a JotForm form.
- [JotForm Submit](https://docs.meetgail.com/platform/workflows/node-reference/integrations/jotform/jot-form-submit.md): Submits answers to a JotForm form, labeling each answer with the form's question label.
- [AgencyZoom](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom.md): Nodes that search, create, and update customers, leads, and tasks in AgencyZoom.
- [AgencyZoom Search Customers](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-customers.md): Finds customers in AgencyZoom using optional filters, and returns a page of matches.
- [AgencyZoom Get Customer](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-get-customer.md): Fetches one AgencyZoom customer by id, including their policies.
- [AgencyZoom Add Customer Note](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-add-customer-note.md): Adds a note to an AgencyZoom customer by id.
- [AgencyZoom Search Leads](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-leads.md): Finds leads in AgencyZoom using optional filters, and returns a page of matches.
- [AgencyZoom Get Lead](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-get-lead.md): Fetches one AgencyZoom lead by id, including its opportunities and quotes.
- [AgencyZoom Add Lead Note](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-add-lead-note.md): Adds a note to an AgencyZoom lead by id.
- [AgencyZoom Create Lead](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-lead.md): Creates a personal-lines lead in AgencyZoom and returns the new lead's id.
- [AgencyZoom Create Business Lead](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-business-lead.md): Creates a commercial lead in AgencyZoom, with business details, and returns the new lead's id.
- [AgencyZoom Search Tasks](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-tasks.md): Finds tasks in AgencyZoom using optional filters, and returns a page of matches.
- [AgencyZoom Complete Task](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-complete-task.md): Marks an AgencyZoom task done by id, recording who completed it and when.
- [AgencyZoom Create Task](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-task.md): Creates a task in AgencyZoom, optionally linked to a customer or lead.
- [AgencyZoom Update Task](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-update-task.md): Changes fields on an existing AgencyZoom task, touching only the fields you set.