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.
- When this happens...Project UpdatedTriggers when project is created or status is changed.
- automatically do this!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
- Client Added or Updated
Triggers when client is added or updated.
Try ItTriggerPolling - NameRequired
- Number
- Entity TypeRequired
- Partner In ChargeRequired
- Manager
- Bookkeeper
- TermsRequired
- StatusRequired
- Tax IDRequired
- 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
ActionWrite- NameRequired
- ClientRequired
- Project TemplateRequired
- Assigned To
- StatusRequired
ActionWrite- Number
- Name
ActionSearch
- Project Updated
Triggers when project is created or status is changed.
Try ItTriggerPolling - ClientRequired
- Salutation
- First NameRequired
- Middle Name
- Last NameRequired
- Nickname
- Title
- Notes
- Date of Birth
- EmailRequired
- Tax IDRequired
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact TypeRequired
- Primary Contact FlagRequired
- Spouse Contact FlagRequired
ActionWrite- NameRequired
- ClientRequired
- Project TemplateRequired
- Assigned To
- Recurring TypeRequired
- Next DateRequired
ActionWrite- EmailRequired
- ClientRequired
ActionSearch
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Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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