Daftra + Google Sheets

Create spreadsheet rows in Google Sheets for new clients created in Daftra

Accelerate your customer data management with this workflow. Whenever a new client is added in Daftra, a corresponding row is created in a designated Google Sheets spreadsheet. This efficient automation ensures that your client records remain up-to-date across platforms, helping you maintain accurate data without any additional effort. Centralize your new client information and stay organized better than ever before.

Accelerate your customer data management with this workflow. Whenever a new client is added in Daftra, a corresponding row is created in a designated Google Sheets spreadsheet. This efficient automation ensures that your client records remain up-to-date across platforms, helping you maintain accurate data without any additional effort. Centralize your new client information and stay organized better than ever before.

  1. When this happens...
    DaftraDaftra
    Client Created

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

  • Daftra triggers, actions, and search

    Refund Receipt Created

    Triggers when a new Refund Receipt is created

    Trigger
    Instant
    Try It
  • Daftra triggers, actions, and search

    Invoice Payment Deleted

    Triggers when an invoice Payment is deleted.

    Trigger
    Instant
    Try It
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daftra logo

About Daftra

Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their teams. Send invoices, track expenses, manage your accounting, and collaborate on projects.

Related categories

  • Accounting
google-sheets logo
google-sheets logo

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

  • Google
  • Spreadsheets

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