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FieldPulse + Google Sheets

Create a new row in Google Sheets for each new customer in FieldPulse

When you acquire a new customer in FieldPulse, this workflow ensures their details are immediately added to a new row in your Google Sheets spreadsheet. In turn, this reduces the need for manual data entry and ensures you have an up-to-date and organized Customer record at your fingertips. This seamless link between FieldPulse and Google Sheets keeps your business processes efficient and your customer data accurate and up-to-date.

When you acquire a new customer in FieldPulse, this workflow ensures their details are immediately added to a new row in your Google Sheets spreadsheet. In turn, this reduces the need for manual data entry and ensures you have an up-to-date and organized Customer record at your fingertips. This seamless link between FieldPulse and Google Sheets keeps your business processes efficient and your customer data accurate and up-to-date.

  1. When this happens...
    FieldPulseFieldPulse
    New Customer

    Trigger when a new customer is added.

    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

What does this mean?
  • FieldPulse triggers, actions, and search

    New Customer

    Trigger when a new customer is added.

    Trigger
    Instant
    Try It
    • Job Id

    • FileRequired

    • FilenameRequired

    Action
    Write
    • Customer IdRequired

    • Job TitleRequired

    • Start time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired

    • End time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired

    • Notes

    Action
    Write
    • Search Value

    Action
    Search
    • Customer Id

    • FileRequired

    • FilenameRequired

    Action
    Write
    • First NameRequired

    • Last Name

    • Email

    • Phone

    • Address

    • City

    • State

    • Zip Code

    • Notes

    Action
    Write
    • First NameRequired

    • Last Name

    • Email

    • Phone

    • City

    • State

    • Zip Code

    • Address

    • Notes

    • Job Notes

    Action
    Write
    • Search by text

    • Job ID

    • Customer ID

    • Project ID

    • Project Name

    • Job Start Date

    • Job End Date

    Action
    Search
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About FieldPulse

FieldPulse is service business and contractor software that serves as the hub for managing your business in the office and on the go.

Related categories

  • Project Management
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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 moreHelp

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