Contractor+ + Google Sheets
Create spreadsheet rows in Google Sheets for new clients in Contractor+
Whenever a new client comes on board in your Contractor+ app, this workflow can save you from manual data entry. It organizes and transfers the client's information into a new row in your specified Google Sheets spreadsheet. This seamless process ensures you have all necessary info at your fingertips, simplifying your client record management.
Whenever a new client comes on board in your Contractor+ app, this workflow can save you from manual data entry. It organizes and transfers the client's information into a new row in your specified Google Sheets spreadsheet. This seamless process ensures you have all necessary info at your fingertips, simplifying your client record management.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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Client List
Triggers when client list is requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Estimate
Creates a new estimate and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Expense
Creates a new expense and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get All Payment Modes
Triggers when Payment Modes are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice List
Triggers when invoices are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLead Sources List
Triggers when lead sources are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStaff List
Triggers when staff list is requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalutation
First NameRequired
Last Name
Client TypeRequired
Lead
Is Client Tax Exempt
Tax Exemption Number
Billing Address Street
Billing Address Street 2
Billing Country
Billing Country Name
Billing Address State ID
Billing Address State
Billing Address City
Billing Address Zip Code
Property Address Same as Billing Address
Property Tenant Phone
Property Tenant Phone Code
Property Tenant Name
Property Tenant Email
Gate Code
Lockbox Code
Phone Code
Phone Number
Phone Type
Phone is Primary
Email Address
Email Type
Email is Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense TitleRequired
Expense ForRequired
Expense Description
Payment Method
Reference #
Expense Category IDRequired
Reimburse To
AmountRequired
Total Expense Amount
Expense DateRequired
Property Street 1
Property Street 2
Property Country
Property State
Property City
Property Zip
Is Tax Included
Taxes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead TypeRequired
Salutation
First NameRequired
Last Name
DescriptionRequired
Lead StatusRequired
Source
Address
Address 2
Country
State
City
Zip
Staff
ISD Code
Phone Type
Phone Number
Is Primary Phone Number
Email Address
Email Type
Is Primary Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Work Order TitleRequired
Work Order DateRequired
Client IDRequired
Property IDRequired
Property Street 1Required
Property Street 2
Property CityRequired
StateRequired
State IdRequired
CountryRequired
Property ZipRequired
Client Note
Admin Note
Terms & Conditions
Schedule Date
Show Delegate Work Order
Delegate To
Schedule Type
Is Any Time
Number of Line Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Condition TypeRequired
Background Color
Text Color
Bold Text
Italic Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Confirm DeletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Format TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SpreadsheetRequired
WorksheetRequired
New Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Sort by ColumnRequired
Sort OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
A1 RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
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
Create Client
Creates a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Countries
Triggers when countries are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planExpense Categories
Triggers when expense categories are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Leads
Triggers when leads are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Invoice
Creates a new invoice and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Lead
Creates a new lead and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Statuses
Triggers when lead statuses are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Work Order
Creates a new work order and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TitleRequired
ClientRequired
PropertyRequired
Property Street 1Required
Property Street 2
Property CityRequired
Property ZipRequired
StateRequired
State IdRequired
CountryRequired
Billing ID
Billing Street 1
Billing Street 2
Billing CityRequired
Billing State IdRequired
StateRequired
Billing ZipRequired
Billing CountryRequired
Estimate DateRequired
Estimate Doesn't Expire?
Expiration Date
Pass Processing Fee To Client?
Send Overdue Reminder?
Number of Line Items
Discount TypeRequired
Discount ModeRequired
Discount (%)
Discount Total ($)
My Signature
Client Signature
Term Contract
Client Note
Admin Note
Request Deposit Percent
Request Deposit Type
Request Deposit Total
Request Deposit Date
Show Payment Deposit in Contract
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ClientRequired
PropertyRequired
Property Street 1Required
Property Street 2
Property CityRequired
Property ZipRequired
StateRequired
State IdRequired
CountryRequired
Billing ID
Billing Street 1
Billing Street 2
Billing CityRequired
Billing State IdRequired
StateRequired
Billing ZipRequired
Billing CountryRequired
Invoice DateRequired
Payment Due DateRequired
Pass Processing Fee To Client?
Send Overdue Reminder?
PO NumberRequired
Number of Line Items
Discount TypeRequired
Discount Percentage TypeRequired
Discount
Discount Total
My Signature
Client Signature
Term Contract
Client Note
Admin Note
Show Payment Deposit in Contract
Request Deposit Type
Request Deposit Percent
Request Deposit Total
Request Deposit Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Property Tenant Name
Property Tenant Email
Property Tenant Phone
Property Tenant Phone Code
Country
State ID
State
CityRequired
Street 1Required
Street 2
Zip CodeRequired
Lockbox Code
Gate Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Frozen Rows Count
Frozen Columns Count
Sheet Position
Hide Sheet
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Source RangeRequired
Destination RangeRequired
Paste Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Validation TypeRequired
Input Message
Strict Validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row countRequired
Output format
First row
ActionThis is an event a Zap performs.SearchFind existing data in your appSpreadsheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
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
About Contractor+
Related categories
About Google Sheets
Related categories
Related Zap Templates
- Add new Contractor+ work orders to Google Sheets as rows
- Create properties in Contractor+ from new spreadsheet rows in Google Sheets
- Create new Contractor+ clients from new Google Sheets rows
- Create new Contractor+ leads from new Google Sheets rows
- Create work orders in Contractor+ from new spreadsheet rows in Google Sheets