Appointwise + Google Sheets
Assign new agents in Appointwise for new or updated rows in Google Sheets
When a new row is added or an existing one is updated in Google Sheets, this workflow will instantly delegate a new agent in Appointwise. This facilitates a hands-free, efficient system that ensures up-to-date information from your spreadsheets is swiftly reflected in your roster assignments, streamlining your management tasks and boosting productivity.
When a new row is added or an existing one is updated in Google Sheets, this workflow will instantly delegate a new agent in Appointwise. This facilitates a hands-free, efficient system that ensures up-to-date information from your spreadsheets is swiftly reflected in your roster assignments, streamlining your management tasks and boosting productivity.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Assign New Agent
Assign a lead to a specific agent/strategy for this client.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
