Client Diary + Google Sheets
Track Client Diary triggers by creating records in Google Sheets spreadsheets
Manage your client details seamlessly with this workflow. When an event happens in Client Diary, this will result in the creation of a new spreadsheet in Google Sheets. This ease of transfer helps you keep track of all interactions meticulously, ensuring no detail gets overlooked. Take charge of your client relationships with this automatic data tracking process.
Manage your client details seamlessly with this workflow. When an event happens in Client Diary, this will result in the creation of a new spreadsheet in Google Sheets. This ease of transfer helps you keep track of all interactions meticulously, ensuring no detail gets overlooked. Take charge of your client relationships with this automatic data tracking process.
- When this happens...Client Trigger
Triggers when a new client is created or an existing client is updated.
- automatically do this!Create Spreadsheet
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
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