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Google Sheets + InsuranceXDate

Create rows in Google Sheets when new company flags are raised in InsuranceXDate

Boost your efficiency by linking your InsuranceXDate and Google Sheets applications. This workflow springs into action when new company flags pop up in InsuranceXDate, resulting in the creation of a corresponding row in your Google Sheets. This seamless integration helps keep your spreadsheets up-to-date, providing you with a clear and organized view of new flags, all in real time. Enjoy a streamlined and hassle-free business process.

Boost your efficiency by linking your InsuranceXDate and Google Sheets applications. This workflow springs into action when new company flags pop up in InsuranceXDate, resulting in the creation of a corresponding row in your Google Sheets. This seamless integration helps keep your spreadsheets up-to-date, providing you with a clear and organized view of new flags, all in real time. Enjoy a streamlined and hassle-free business process.

  1. When this happens...
    InsuranceXDateInsuranceXDate
    New Company Flags

    Triggers when a new company flag is created.

    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?
    • Save

    • Contacted

    • Quoting

    • Written

    • Nextyear

    • Followup

    • Appt

    Trigger
    Instant
    Try It
    • UidRequired

    Action
    Search
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • UidRequired

    Action
    Search
    • NameRequired

    • AddressRequired

    • StateRequired

    Action
    Search
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
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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

Related categories

  • Google
  • Spreadsheets

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insurancexdate logo

About InsuranceXDate

Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.

Related categories