Cling + Google Sheets
Create Google Sheets rows for newly sent Cling documents
Effortlessly streamline your document tracking with this workflow between Cling and Google Sheets. When a new document is sent in Cling, a new row will be added to your selected Google Sheets spreadsheet. Save time and stay organized by having all your sent documents neatly listed and easily accessible in one place.
Effortlessly streamline your document tracking with this workflow between Cling and Google Sheets. When a new document is sent in Cling, a new row will be added to your selected Google Sheets spreadsheet. Save time and stay organized by having all your sent documents neatly listed and easily accessible in one place.
- When this happens...Document Sent
Triggers when a document changes status to sent.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note
