Builder Prime + Google Sheets
Create client records in Builder Prime from new rows in Google Sheets
Streamline your client onboarding process with this efficient workflow. Whenever a new row is added to your Google Sheets, a new client record is created in Builder Prime for a seamless data transfer. This automation helps you save time by ensuring all your client details are instantly and accurately captured without manual data entry, letting you focus more on delivering quality work.
Streamline your client onboarding process with this efficient workflow. Whenever a new row is added to your Google Sheets, a new client record is created in Builder Prime for a seamless data transfer. This automation helps you save time by ensuring all your client details are instantly and accurately captured without manual data entry, letting you focus more on delivering quality work.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Client Record
Creates a new client record.
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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?
