Better Agency + Google Sheets

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency

When moving to the won stage, you can send the client's data to google spreadsheet rows for internal tracking. When this runs, it sends all contact, clients, commercials, and policies data to the google sheet.

When this happens...
Opportunity Stage Move
Triggers when an opportunity is moved into a specific stage.
TriggerScheduled
automatically do this!
Create Spreadsheet Row
Create a new row in a specific spreadsheet.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Scheduled
New Note Created
Triggers when new note created.
Trigger
Scheduled
New Tag Added to Contact
Triggers when a new tag is added to a contact.
Trigger
Scheduled
New Task Created
Triggers when new task created.
Trigger
Scheduled
Opportunity Stage Move
Triggers when an opportunity is moved into a specific stage.
Trigger
Scheduled

Renewal Pipeline Stage Move
Triggers when a renewal pipeline opportunity is moved into a specific stage.
Trigger
Scheduled
Service Pipeline Stage Move
Triggers when an Service Pipeline opportunity is moved into a specific stage.
Trigger
Scheduled

Create Service Request
Create Service Request and claim.
Action
Write

Better Agency
Client Form to create update a client
Scheduled
Action
Better Agency
Prospect Form to create update a prospect
Scheduled
Action
Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet.
Instant
Trigger
Google Sheets
Triggered when you create a new spreadsheet.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added or modified in a spreadsheet.
Instant
Trigger
Google Sheets
Triggered when you create a new worksheet in a spreadsheet.
Scheduled
Trigger
Google Sheets
Create a new column in a specific spreadsheet.
Scheduled
Action
Google Sheets
Create a new row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Create one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
Google Sheets
Create a new worksheet by copying an existing worksheet.
Scheduled
Action
Google Sheets
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
Scheduled
Action
Google Sheets
Create a blank worksheet with a title. Optionally, provide headers.
Scheduled
Action
Google Sheets
Deletes the content of a row in a specific spreadsheet. Deleted rows will appear as blank rows in your spreadsheet. Please use with caution.
Scheduled
Action
Google Sheets
Update a row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Finds many matched rows (10 max.) by a column and value.
Scheduled
Action
Google Sheets
Returns many rows (20 max.) as a single JSON value and flat rows (line items).
Scheduled
Action
Google Sheets
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
Google Sheets
Finds or creates a specific lookup row.
Scheduled
Action