AgencyZoom + Google Sheets

Create service requests in AgencyZoom for new or updated rows in Google Sheets team drive

Stay on top of your team's updates with this effective workflow. When new data is entered or existing information is altered in Google Sheets, a service request will be smoothly generated in AgencyZoom. This means your requests are always in sync with your spreadsheet updates, streamlining your team's efforts and keeping your operations organized and efficient.

Stay on top of your team's updates with this effective workflow. When new data is entered or existing information is altered in Google Sheets, a service request will be smoothly generated in AgencyZoom. This means your requests are always in sync with your spreadsheet updates, streamlining your team's efforts and keeping your operations organized and efficient.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row (Team Drive)

    Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

    TriggerPolling
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Service Request

    Create a service request in Agencyzoom.

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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