Create clients in Financial Cents for new or updated rows in Google Sheets
Streamline your client creation process in Financial Cents each time there's a new or updated row in Google Sheets. Once this workflow is set, every change in your Google Sheets will directly result in setting up a new client in Financial Cents. It provides an efficient solution to multitasking, helping you keep both platforms updated without manual duplication or the risk of missing information.
Streamline your client creation process in Financial Cents each time there's a new or updated row in Google Sheets. Once this workflow is set, every change in your Google Sheets will directly result in setting up a new client in Financial Cents. It provides an efficient solution to multitasking, helping you keep both platforms updated without manual duplication or the risk of missing information.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Client
Creates a client in Financial Cents.
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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?




