CustomerX + Google Sheets

Create contract additives in CustomerX from new or updated rows in Google Sheets

Efficiently manage your contracts with this workflow. Whenever new data or changes are detected in your Google Sheets, a contract additive will be promptly created in your CustomerX app. This setup helps keep your contracts up to date, saving time for other crucial tasks.

When this happens...
New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
TriggerInstant
automatically do this!
Create Contract Additive
Create Contract Additive
ActionWrite

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Supported triggers and actions

- Dont Change Sheet Structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- Dont Change Sheet Structure
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write

- Drive
- SpreadsheetRequired
- WorksheetRequired
- Frozen Rows Count
- Frozen Columns Count
- Sheet Position
- Hide Sheet
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Source RangeRequired
- Destination RangeRequired
- Paste Type
Action
Write

- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Validation TypeRequired
- Input Message
- Strict Validation
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row countRequired
- Output format
- First row
Action
Search
- Spreadsheet IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write
- External Id ContractRequired
- Reason of CancellationRequired
Action
Write
- External Id ClientRequired
- DescriptionRequired
- Start DateRequired
- Final Date
- Contract ValueRequired
- Date SaleRequired
- Contract Plan ID
- External Id Contract Plan
- Renew In Days
- Seller
- Setup Value
Action
Write
- External Id
- External Id ClientRequired
- IdentifierRequired
- DescriptionRequired
- Date issueRequired
- Date dueRequired
- ValueRequired
- StatusRequired
- Date payment
- Discont Paid
- Amount paid
Action
Write
- External IdRequired
- External ID TicketRequired
- TitleRequired
- DescriptionRequired
- Type ActivityRequired
- Date RegistrationRequired
- StatusRequired
Action
Write
- External IdRequired
- E-mail
- External Id Client
- External Id Contact
- TitleRequired
- DescriptionRequired
- Type TicketRequired
- Date OpeningRequired
- StatusRequired
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write
- External Id ClientRequired
- Type of TrackingRequired
- IdentifierRequired
- Email ContactRequired
- Date Tracking
- Amount
- Total fixed amount per day
- Total fixed amount per tracking
Action
Write
- External Id Ticket (ID External of UPDATE)Required
- External Id Client
- External Id Contact
- Title
- Description
- Type Ticket
- Date Opening
- Status
- Priority
- Name Of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write

- Dont Change Sheet Structure
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Dont Change Sheet Structure
- 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
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Condition TypeRequired
- Background Color
- Text Color
- Bold Text
- Italic Text
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Confirm DeletionRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Format TypeRequired
Action
Write
- SpreadsheetRequired
- WorksheetRequired
- New Sheet NameRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Sort by ColumnRequired
- Sort OrderRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- A1 RangeRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search or write
- External Id Client
- Company NameRequired
- Date RegisterRequired
- E-mail
- Trading Name
- CNPJ/CPF
- City
- State
- CEP
- Country
- Street
- District
- Number
- Segment
- Service
- Group
- Tag Names
Action
Write
- Id External of ContractRequired
- Description of AdditiveRequired
- Date Initial of AdditiveRequired
- Date Sale of AdditiveRequired
- Value of AdditiveRequired
- Type AdditiveRequired
- Date final of Additive
- Note of Additive
- Id External of Additive
- Number of Users of Additve
- Value per Users of Additve
- Contract Plan Id
- Renew in Days
Action
Write
- NoteRequired
- Date ResponseRequired
- Date SendRequired
- Email UserRequired
- Observation
Action
Write
- NameRequired
- EmailRequired
- Type of ContactRequired
- Id External of Client
- CNPJ/CPF
- Birthday
Action
Write
- External Id
- External Id ClientRequired
- External Id ContactRequired
- TitleRequired
- DescriptionRequired
- Type TicketRequired
- Date OpeningRequired
- StatusRequired
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write
- External Id
- External Id Client
- Identifier
- Description
- Date issue
- Date due
- Value
- Status
- Date payment
- Discont Paid
- Amount paid
Action
Write

About CustomerX

CustomerX is a customer success platform that helps you manage engagement and relationships with your customers

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

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Related Zap Templates

Create trackings in CustomerX for new or updated rows in Google Sheets

Create contract additives in CustomerX from new rows in Google Sheets

CustomerX + Google Sheets

Create contract additives in CustomerX from new or updated rows in Google Sheets

New Spreadsheet Row (Team Drive)

New Spreadsheet

New or Updated Spreadsheet Row

Create Spreadsheet Column

Create Multiple Spreadsheet Rows

Change Sheet Properties

Copy Range

Create Spreadsheet

Clear Spreadsheet Row(s)

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Set Data Validation

Update Spreadsheet Row

API Request (Beta)

Find Worksheet

Get Many Spreadsheet Rows (Advanced)

Get Spreadsheet by ID

Find or Create Worksheet

Cancellation Contract

Create Contract

Create Financials

Create or Update Activity of Ticket

Create or Update Ticket

Create Tracking

Update Ticket

New Spreadsheet Row

New or Updated Spreadsheet Row (Team Drive)

New Worksheet

Create Spreadsheet Row

Create Spreadsheet Row at Top

Create Conditional Formatting Rule

Copy Worksheet

Create Worksheet

Delete Sheet

Format Cell Range

Rename Sheet

Sort Range

Update Spreadsheet Row(s)

Lookup Spreadsheet Rows (Advanced)

Get Data Range

Get Row by ID

Lookup Spreadsheet Row

Find or Create Row

Create Client

Create Contract Additive

Create NPS

Create or Update Contact

Create Ticket

Update Financials

About CustomerX

Related categories

Similar apps

Zapier Interfaces

About Google Sheets

Related categories

Similar apps

Zapier Tables

Zoho Creator

Smartsheet

Related Zap Templates

Related Zap Templates