Casebook + Google Sheets
Create cases in Casebook for new or updated rows in Google Sheets
Manage your workflow with efficiency using this Google Sheets to Casebook integration. Whenever there's a new or updated row in your Google Sheets, a corresponding case is immediately created in the Casebook app. This automated process saves you the hassle of manual data transfer, letting you focus on more important tasks. Embrace this solution for a more streamlined case management process.
Manage your workflow with efficiency using this Google Sheets to Casebook integration. Whenever there's a new or updated row in your Google Sheets, a corresponding case is immediately created in the Casebook app. This automated process saves you the hassle of manual data transfer, letting you focus on more important tasks. Embrace this solution for a more streamlined case management process.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create a Case
Creates a new Case in cb Engage.
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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?
