BrightManager + Google Sheets
Create new BrightManager clients from new Google Sheets rows
If you're managing client information in Google Sheets and using BrightManager for your accounting needs, this workflow will streamline your process. Each time a new row is added in your Google Sheets, it will result in the creation of a client in the BrightManager app. This efficient process saves time and helps maintain accurate client records in your accounting software.
If you're managing client information in Google Sheets and using BrightManager for your accounting needs, this workflow will streamline your process. Each time a new row is added in your Google Sheets, it will result in the creation of a client in the BrightManager app. This efficient process saves time and helps maintain accurate client records in your accounting software.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Client
Create a new Client within BrightManager
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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?
