List new or updated AroFlo clients and create a row in Google Sheets for each one
Keep your client information updated in real time with this seamless integration. Whenever there's a new or updated client in AroFlo, this workflow will instantly add a corresponding row to your selected Google Sheets spreadsheet. It's an efficient way to ensure no client information ever falls through the cracks again, helping to streamline your business operations and customer relationship management.
Keep your client information updated in real time with this seamless integration. Whenever there's a new or updated client in AroFlo, this workflow will instantly add a corresponding row to your selected Google Sheets spreadsheet. It's an efficient way to ensure no client information ever falls through the cracks again, helping to streamline your business operations and customer relationship management.
- When this happens...List New or Updated Clients
Triggers when a new client is created or an existing client has been updated. Returns a list of IDs only, use Find Client as the next step to retrieve additional details, chosing additional are JOINs as needed. *Does not count towards API Usage.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Updated since Date/TimeRequired
Try ItUpdated since Date/TimeRequired
Try ItTask IDRequired
NoteRequired
Visibility
Sticky Note?
Business UnitRequired
Client IDRequired
Task TypeRequired
Task NameRequired
Due DateRequired
Task DescriptionRequired
Customer/Work Order Number
Priority
Updated since Date/TimeRequired
Try ItTimesheet Type
Date Time Start
Try ItClient NameRequired
Given Names (Primary Contact)Required
Surname (Primary Contact)Required
Business Units
ABN
Phone (Primary Contact)
Fax
Mobile (Primary Contact)
Email (Primary Contact)
Location Name
Address
City
State
Postcode
CountryRequired
Mailing Location
Mailing Address
Mailing City
Mailing State
Mailing Postcode
Mailing CountryRequired
Business UnitRequired
Given NamesRequired
SurnameRequired
User Name (Min 4 Characters)Required
PasswordRequired
Phone
Fax
Mobile
Email Address
Alternative Email Address
Custom Fields
Permission GroupRequired