EasyMe + Google Sheets
Create or update EasyMe clients with new Google Sheets rows
Streamline your client management process with this efficient workflow. When a new row is added to your Google Sheets, this automation ensures a corresponding client is created or updated within the EasyMe app. This setup ensures all your client data stays updated without manual intervention, saving you time to focus on building those important client relationships.
Streamline your client management process with this efficient workflow. When a new row is added to your Google Sheets, this automation ensures a corresponding client is created or updated within the EasyMe app. This setup ensures all your client data stays updated without manual intervention, saving you time to focus on building those important client relationships.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create or Update Client
Creates or updates a client.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
