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Better Agency + Google Sheets

Create multiple spreadsheet rows in Google Sheets for new tasks created in Better Agency

Every time you create a new task in Better Agency, see it instantly reflected in a dedicated Google Sheets spreadsheet. This streamline solution makes sure no new task goes unnoticed, and simultaneously provides a handy record-keeping system in Google Sheets. It's a practical tool that merges your task management with efficient documentation, making your workflow more organized and easy to track.

Every time you create a new task in Better Agency, see it instantly reflected in a dedicated Google Sheets spreadsheet. This streamline solution makes sure no new task goes unnoticed, and simultaneously provides a handy record-keeping system in Google Sheets. It's a practical tool that merges your task management with efficient documentation, making your workflow more organized and easy to track.

  1. When this happens...
    Better AgencyBetter Agency
    New Task Created

    Triggers when new task created.

    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Better Agency triggers, actions, and search

    New Contact Added

    Triggers when a new contact is added in Better Agency.

    Trigger
    Scheduled
    Try It
    • TagRequired

    Trigger
    Scheduled
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    Try It
    • Assigned Owner

    • Task priority

    • Task due date

    Trigger
    Scheduled
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    Try It
    • Choose TypeRequired

    • Who Initiated The Claim? (Only for claim request)

    • Email

    • Policy Type

    • Ticket TitleRequired

    • Ticket NoteRequired

    • Assign Owner

    • Start Campaign

    Action
    Write
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better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Learn more

Related categories

  • Marketing
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