AgencyPro + Google Sheets
Create Google Sheets spreadsheets for new clients in AgencyPro
Streamline your client management process with this workflow. Whenever a new client is added in AgencyPro, it instantly creates a corresponding spreadsheet in Google Sheets. This automatic process ensures all your client information is organized and readily accessible, reducing manual data entry and saving you precious time.
Streamline your client management process with this workflow. Whenever a new client is added in AgencyPro, it instantly creates a corresponding spreadsheet in Google Sheets. This automatic process ensures all your client information is organized and readily accessible, reducing manual data entry and saving you precious time.
- When this happens...
Client CreatedTriggers when a new client is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create SpreadsheetCreates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
ActionWriteCreate a new record or update an existing record in your app.
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Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Updated
Triggers when a client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Comment Deleted
Triggers when a comment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Deleted
Triggers when an invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Request Created
Triggers when a new request is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Organization Created
Triggers when a new organisation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Organization Updated
Triggers when an organisation is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Request Deleted
Triggers when a request is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Review Created
Triggers when a new review is added against a request.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Service Subscription Created
Triggers when a new service subscription is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Deleted
Triggers when a ticket is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.RequestRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request
User
BodyRequired
Is InternalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
TitleRequired
DescriptionRequired
PriorityRequired
Ticket TypeRequired
AssigneesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client
NameRequired
EmailRequired
OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RequestRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search
Request Number
Request Id
ActionThis is an event a Zap performs.SearchFind existing data in your appDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Frozen Rows Count
Frozen Columns Count
Sheet Position
Hide Sheet
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Source RangeRequired
Destination RangeRequired
Paste Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Validation TypeRequired
Input Message
Strict Validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row countRequired
Output format
First row
ActionThis is an event a Zap performs.SearchFind existing data in your appSpreadsheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Client Deleted
Triggers when a client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Comment Created
Triggers when a new comment is created against a request.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Form Submitted
Triggers when a order form is submitted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Organization Deleted
Triggers when an organization is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Created
Triggers when a payment record is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Request Updated
Triggers when a request is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Service Subscription Cancelled
Triggers when a service subscription is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Created
Triggers when a new ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Updated
Triggers when a ticket is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
EmailRequired
OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client
Billing Type
Service
Priority
Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RecipientRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RequestRequired
AssigneesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Search
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Search
NameRequired
OrganizationRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Condition TypeRequired
Background Color
Text Color
Bold Text
Italic Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Confirm DeletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Format TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SpreadsheetRequired
WorksheetRequired
New Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Sort by ColumnRequired
Sort OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
A1 RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About AgencyPro
Related categories
About Google Sheets
Related categories
Related Zap Templates
- Send messages in AgencyPro for new rows in Google Sheets
- Create Google Sheets rows for new AgencyPro service subscriptions
- Create new AgencyPro clients from new rows in Google Sheets
- Create spreadsheet rows in Google Sheets for updated tickets in AgencyPro
- Create spreadsheet rows in Google Sheets when invoices are deleted in AgencyPro
- Create spreadsheet rows in Google Sheets when comments are deleted in AgencyPro
- Create Google Sheets row for every deleted AgencyPro request
- Create comments in AgencyPro for new rows in Google Sheets
- Create new AgencyPro requests from new Google Sheets rows
- Create spreadsheet rows in Google Sheets for new clients created in AgencyPro
- Create spreadsheet rows in Google Sheets when tickets are deleted in AgencyPro
- Create Google Sheets rows for each new AgencyPro review created