ClaimWizard + Google Sheets

Create new ClaimWizard leads from new Google Sheets rows

Easily streamline your workflow with this automation solution that activates when you add a new row to your Google Sheets spreadsheet. This workflow creation then results in the generation of a new lead in the ClaimWizard app. It's an efficient way to manage data and ensure that every new entry in your spreadsheet leads to the creation of new business opportunities in ClaimWizard, saving you time and increasing productivity.

Easily streamline your workflow with this automation solution that activates when you add a new row to your Google Sheets spreadsheet. This workflow creation then results in the generation of a new lead in the ClaimWizard app. It's an efficient way to manage data and ensure that every new entry in your spreadsheet leads to the creation of new business opportunities in ClaimWizard, saving you time and increasing productivity.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row

    Triggers when a new row is added to the bottom of a spreadsheet.

    TriggerInstant
  2. automatically do this!
    ClaimWizardClaimWizard
    Create Lead

    Creates a new lead in ClaimWizard.

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
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claimwizard logo

About ClaimWizard

ClaimWizard provides claim management software for public adjusters and first-party representatives with an emphasis on automation and workflow.

Related categories

  • CRM (Customer Relationship Management)
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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