Create new clients in Invoice2go from new spreadsheets in Google Sheets
Streamline your customer management process with this seamless workflow. As soon as you add a new spreadsheet in Google Sheets, a new client will be generated in Invoice2go. This efficient automation provides a straightforward solution to convert spreadsheet data into client information, saving time and improving data accuracy in your invoicing process.
Streamline your customer management process with this seamless workflow. As soon as you add a new spreadsheet in Google Sheets, a new client will be generated in Invoice2go. This efficient automation provides a straightforward solution to convert spreadsheet data into client information, saving time and improving data accuracy in your invoicing process.
- When this happens...New Spreadsheet
Triggers when a new spreadsheet is created.
- automatically do this!Create Client
Create a client in Invoice2go
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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?