Create CASEpeer case notes from new or updated Google Sheets rows
Keep your case notes up to date with this seamless workflow between Google Sheets and CASEpeer. When a new or updated row is detected in Google Sheets, a case note will be created in CASEpeer, ensuring all relevant information is easily accessible and organized. Save time and stay focused on what matters by automating this essential task.
Keep your case notes up to date with this seamless workflow between Google Sheets and CASEpeer. When a new or updated row is detected in Google Sheets, a case note will be created in CASEpeer, ensuring all relevant information is easily accessible and organized. Save time and stay focused on what matters by automating this essential task.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Case Note
Create a case note on the specified case
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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?