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Firm360 + Google Sheets

Firm360 + Google Sheets

Firm360 + Google Sheets integrations

Update Google Sheets rows when Firm360 projects are modified

Effortlessly keep your project data organized and up-to-date with this integration. When a project is updated in Firm360, it will instantly create a new row in your Google Sheets spreadsheet, maintaining accurate records without manual intervention. Manage your project information efficiently and monitor progress seamlessly with this workflow.

  1. When this happens...
    Project Updated
    Project Updated
    Project UpdatedTriggers when project is created or status is changed.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Firm360 and Google Sheets

Discover other triggers and actions you can use with Firm360 and Google Sheets

  • Firm360 triggers, actions, and search
    Client Added or Updated

    Triggers when client is added or updated.

    Trigger
    Polling
    Try It
    • Name
      Required
    • Number
    • Entity Type
      Required
    • Partner In Charge
      Required
    • Manager
    • Bookkeeper
    • Terms
      Required
    • Status
      Required
    • Tax ID
      Required
    • Tags
    • State Tax ID
    • Notes
    • Registration Date
    • Industry
    • Phone
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Country
    • Invoice Delivery Method
    • CapitalizationPolicy
    • Accounting Basis
    • Communication Preference
    • Delivery Method
    • Location
    • Parent Billing Client
    • Fiscal Year End
    • Referred By
    • Custom Fields
    Action
    Write
    • Name
      Required
    • Client
      Required
    • Project Template
      Required
    • Assigned To
    • Status
      Required
    Action
    Write
    • Number
    • Name
    Action
    Search
    • Client
      Required
    • Salutation
    • First Name
      Required
    • Middle Name
    • Last Name
      Required
    • Nickname
    • Title
    • Notes
    • Date of Birth
    • Email
      Required
    • Tax ID
      Required
    • Home Phone
    • Work Phone
    • Mobile Phone
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Country
    • State Drivers License Numeber
    • State Drivers License Expiration
    • Contact Type
      Required
    • Primary Contact Flag
      Required
    • Spouse Contact Flag
      Required
    Action
    Write
    • Name
      Required
    • Client
      Required
    • Project Template
      Required
    • Assigned To
    • Recurring Type
      Required
    • Next Date
      Required
    Action
    Write
    • Email
      Required
    • Client
      Required
    Action
    Search
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About Firm360
Firm360 is an all-in-one practice management system for accounting firms.
Related categories
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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