Clio + Google Sheets + Streak Integrations
How to connect Clio + Google Sheets + Streak
Zapier lets you send info between Clio, Google Sheets, and Streak automatically—no code required.
Do even more with Clio + Google Sheets + Streak
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Clio, Google Sheets, and Streak. And don’t forget that you can add more apps and actions to create complex workflows.
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IDRequired
Task Template ListRequired
Notify AssigneesRequired
Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Description
Location
Starts at:Required
Ends at:Required
All Day Event
Send Email Notification
CalendarRequired
Contact Attendee
Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note SubjectRequired
Note DetailRequired
MatterRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Type of AssigneeRequired
Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
Matter
Task Due Date
Task Priority
Task Status
Users without advanced tasks are only allowed to select Complete or Pending
Notify Assignee
Notify Completion
Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Clio Contact ID #Required
Prefix
First name
Middle name
Last name
Title
Date of Birth
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
Company
Must be a Contact of type Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ID number of the Task to be updated
Name
Description
Type of AssigneeRequired
Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
Matter
Task Due Date
Task Priority
Task Status
Users without advanced tasks are only allowed to select Complete or Pending
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Clio are located here http://api-docs.clio.com/v2/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search by ID or Wildcard (name, email or phone number).
Search ValueRequired
Search by name, email or phone number.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search by ID or Wildcard (number, display number, description, or client name).
Search ValueRequired
Search by number, display number, description, or client name.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
Search by name
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search by ID or Wildcard (number, display number, description, or client name).
Search ValueRequired
Search by number, display number, description, or client name.
ClientRequired
Group
Client Reference
Client Reference string for external uses.
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Clio ID# of the originating attorney
Responsible Attorney ID#
Clio ID# of the attorney responsible for this matter
Pending Date
Date the Matter is set to pending
Open Date
Date the Matter is set to open
Close Date
Date the Matter is set to close
Location
Status
Billable
Status
Users without advanced tasks are only allowed to select Complete or Pending
Due At
The due date of Statute of Limitations
Destroy?
Make sure your Clio account has access to this feature, you Zap will fail if not
Budget
Include Expenses?
Notification Threshold
Percentage of the budget when it starts notifying users.
Notify Users?
Determine whether to notify users when the matter reaches the notification threshold.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStage
Only trigger boxes as they enter a certain stage.
PipelineRequired
Only trigger when a box changes stage in this pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when the received counter changes on a Box in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger on Tasks made on Boxes in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Box KeyRequired
The box the contact will be added to.
Contact EmailRequired
The email address(es) of a contact who will be added to the box.
Contact First Name
The first name of a contact who will be added to the box.
Title
Contact's position/title.
Contact Last Name
The last name of a contact who will be added to the box.
Phone Number(s)
The phone number(s) associate with this contact.
Twitter
Contact's Twitter handle.
Facebook
Contact's Facebook page.
LinkedIn
Contact's LinkedIn page.
Address
Contact's address(es).
Contact Notes
Notes specific to the contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
The pipeline this box is found under.
NameRequired
The name of the box.
Assigned To
Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
If left blank, this will be assigned to you.
Notes
The box notes.
GmailThreadID
The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
Create Tag and Dropdown Options
If set to Yes, we will create new tag and dropdown options based on the input given. These options will appear in your pipeline. If set to No, anything that does not match a current tag or dropdown option will be ignored and no new options will be created.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Either the name of the box to edit (case sensitive), or the key.
Pipeline
If box name is used, only update the box on this pipeline.
TextRequired
Label for the task.
Due Date
Time that the task is due.
Assign To
Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
If left blank, this will be assigned to you.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assign To
Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
If left blank, the assignee will not change.
Box Key
The box of the key you'd like to edit tasks on. You must also provide task text with this option, and may not provide a task key.
Task Text
The text of the task you'd like to edit. Task text is case sensitive and must be used with a box key. Do not provide a task key.
Task Key
The specific task key you'd like to update. Do not provide a box key or task text if you are providing a task key.
Completed
Due Date
Leave blank to not change.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Thread KeyRequired
The thread key for the contents you'd like to retrieve.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box KeyRequired
A box key is its unique ID (not its name). You will likely need to get this key from a previous step.
Meeting TypeRequired
Meeting or call?
Start TimeRequired
Start time for the meeting or call.
End Time
End time for the meeting or call.
Notes
Meeting/Call Log Notes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Streak are located here https://www.streak.com/api/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact or Box Key
If given a box key, this search will returns the first contact or the first starred contact from the specified box. If given a contact key, this search will return the details of the specified contact. You must provide either a key or a query; you can not provide both.
Search Query
Your search query should be unique to the user -- email address, phone number, or street address are great options. You must provide either a key or a query; you can not provide both.
Teams
List of teams to search on. If no teams are specified, it will default to all teams. Only applicable for use with Search Queries.
ActionThis is an event a Zap performs.SearchFind existing data in your appExact Search
Exact box name or key. You must provide either a key/name or a query; you can not provide both.
Search Query
Not an exact search. Searches the contents of a box. You must provide either a key/name or a query; you can not provide both. Not for use with the create-if-not-existing option.
Pipelines
List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines. Only applicable for a Search Query.
PipelineRequired
The pipeline this box is found under.
NameRequired
The name of the box.
Assigned To
Set this value to the email address you want to make the box automatically assigned to. If you leave this blank, then the assigned to gets set as the person who creates the box.
Notes
The box notes.
GmailThreadID
The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Clio Contact ID #Required
Company Name
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter
Date of Communication
SubjectRequired
BodyRequired
Type of CommunicationRequired
Type of Recipient
Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Activity Note
DateRequired
Price
The expense amount.
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Group
Client Reference
Client Reference string for external uses.
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Clio ID# of the originating attorney
Responsible Attorney ID#
Clio ID# of the attorney responsible for this matter
Pending Date
Date the Matter is set to pending
Open Date
Date the Matter is set to open
Close Date
Date the Matter is set to close
Location
Status
Billable
Status
Users without advanced tasks are only allowed to select Complete or Pending
Due At
The due date of Statute of Limitations
Destroy?
Make sure your Clio account has access to this feature, you Zap will fail if not
Budget
Include Expenses?
Notification Threshold
Percentage of the budget when it starts notifying users.
Notify Users?
Determine whether to notify users when the matter reaches the notification threshold.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
Must be a Contact of type Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Activity Note
DateRequired
Time
Enter in minutes
Price
The hourly or flat amount.
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
Client
Client Reference
Client Reference string for external uses.
Matter Description
Practice Area
Originating Attorney ID#
Clio ID# of the originating attorney
Responsible Attorney ID#
Clio ID# of the attorney responsible for this matter
Pending Date
Date the Matter is set to pending
Open Date
Date the Matter is set to open
Close Date
Date the Matter is set to close
Location
Status
Billable
Status
Users without advanced tasks are only allowed to select Complete or Pending
Due At
The due date of Statute of Limitations
Destroy?
Make sure your Clio account has access to this feature, you Zap will fail if not
Budget
Include Expenses?
Notification Threshold
Percentage of the budget when it starts notifying users.
Notify Users?
Determine whether to notify users when the matter reaches the notification threshold.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Matter Id
Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search by ID or Wildcard (first name, last name, email or phone number).
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search by ID or Wildcard (name, email or phone number).
Search ValueRequired
Search by name, email or phone number.
Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type
Search by ID or Wildcard (first name, last name, email or phone number).
Search ValueRequired
Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
Must be a Contact of type Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPipelineRequired
Only trigger when a Box is moved out of this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Stage
Only trigger if this box is in a particular stage.
Field
Only trigger if a specific field in a box is updated.
PipelineRequired
Only trigger when a Field on a Box is edited in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when a comment is made on a box in this pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when a new box is in this pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when a Task is completed in a Box on in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when a Task is due on a Box in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Box KeyRequired
The box this organization will belong to.
Organization NameRequired
The name of the organization.
Website(s)Required
Organization's website.
Industry
Phone Number(s)
Address(es)
Employee Count
Logo URL
Twitter Handle
Facebook Handle
LinkedIn Handle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Either the name of the box to edit (case sensitive), or the key.
Pipeline
If box name is used, only update the box on this pipeline.
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Either the name of the box to edit (case sensitive), or the key of the box.
Pipeline
Name
New name of the box (leave empty to not change).
Note
Notes field on the Box (leave empty to not change).
Assigned To
Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
If left blank, the assignee will not change.
Gmail Thread Id
This will attach the Gmail Thread to this box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
Create Tag and Dropdown Options
If set to Yes, we will create new tag and dropdown options based on the input given. These options will appear in your pipeline. If set to No, anything that does not match a current tag or dropdown option will be ignored and no new options will be created.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File KeyRequired
The key of the file you'd like to retrieve.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Pipeline
If box name is used, only update the box on this pipeline.
Box Name or KeysRequired
Box to link other boxes to. Either the name of the box (case sensitive) or the key.
Box Names or KeysRequired
A list of box names or keys to link to the first box.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact KeyRequired
The key of the contact you'd like to update.
First Name
First name of updated contact.
Last Name
Last name of updated contact.
Email Address(es)
The only email addresses associated with the contact will be the ones you include here; make sure to include any previously associated addresses as well as the new one(s).
Title
The title of the updated contact.
Twitter
The Twitter handle of the updated contact.
Facebook
The Facebook link of the updated contact.
LinkedIn
The LinkedIn url for the updated contact.
Photo (Url)
A url for the photo of the updated contact.
Phone Numbers
The only phone numbers associated with the contact will be the ones you include here; make sure to include any previously associated numbers as well as the new one(s).
Address(es)
The only addresses associated with the contact will be the ones you include here; make sure to include any previously associated addresses as well as the new one(s).
Other
Any other notes or information you'd like to include about the contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Exact Search
Exact box name or key. You must provide either a key/name or a query; you can not provide both.
Search Query
Not an exact search. Searches the contents of a box. You must provide either a key/name or a query; you can not provide both. Not for use with the create-if-not-existing option.
Pipelines
List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines. Only applicable for a Search Query.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization or Box Key
If given a box key, this search will returns the first organization or the first starred organization from the specified box. If given an organization key, this search will return the details of the specified organization. You must provide either a key or a query; you can not provide both.
Search Query
Your search query should be unique to the organization – website, phone number, or street address are great options.
Team
The team on which to search for the organization. If left blank, all teams will be searched.
ActionThis is an event a Zap performs.SearchFind existing data in your appPipelines
List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines.
Search Query
Search for the contents of a box (not to be used with search by name or search and create).
NameRequired
The name of the box.
PipelineRequired
The pipeline this box is found under.
Assigned To
Set this value to the email address you want to make the box automatically assigned to. If you leave this blank, then the assigned to gets set as the person who creates the box.
Notes
The box notes.
GmailThreadID
The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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