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Firm360 + Google Sheets

Firm360 + Google Sheets

Firm360 + Google Sheets integrations

Create new Firm360 clients from new or updated rows in Google Sheets

Streamline your client management process with this seamless workflow. When there's a new or updated row in your Google Sheets, this will swiftly create a client in your Firm360 platform. This automation keeps your client details up to date, saving significant time and reducing the chance of errors. It's the perfect way to ensure consistency between your spreadsheet records and your Firm360 client list.

  1. When this happens...
    New or Updated Spreadsheet Row
    New or Updated Spreadsheet Row
    New or Updated Spreadsheet RowTriggers when a new row is added or modified in a spreadsheet.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client.
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More things you can do with Google Sheets and Firm360

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

    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Instant
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Column_name
      Required
    • Index
    Action
    Write
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Instant
    Try It
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Use Timezone set up on the spreadsheet to format date values?
    Action
    Write
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About Firm360
Firm360 is an all-in-one practice management system for accounting firms.
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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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Related Zap Templates

  • Update Google Sheets rows when Firm360 projects are modified