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Google Sheets + JenesisNow

Google Sheets + JenesisNow

Google Sheets + JenesisNow integrations

Add new JenesisNow policies to Google Sheets rows

Easily manage new policies by recording their details in Google Sheets whenever a policy is created in JenesisNow. This Zap automatically logs policy ID, client name, policy type, and other important information into a spreadsheet, ensuring you have a complete, up-to-date record for reporting and analysis. Simplify your workflow and stay organized effortlessly.

  1. When this happens...
    New Policy Created
    New Policy Created
    New Policy CreatedTriggers when a new policy is created.
  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 JenesisNow and Google Sheets

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

    • Trigger When Users at These Locations Add a New Client (Optional)
    Trigger
    Instant
    Try It
    • Trigger When Status Becomes
    • Trigger When Users at These Locations Update a Policy (Optional)
    Trigger
    Instant
    Try It
    • Agency Location
      Required
    • External Source
    • First Name
      Required
    • Middle Name
    • Last Name
    • Full Name
    • Email
      Required
    • Phone
    • Date of Birth
    • Mailing Street
    • Mailing City
    • Mailing State
    • Mailing ZIP / Postal Code
    • Client Status
      Required
    • Lead Source
    • Customer Type
    • Business Name
    • Person Tags
    Action
    Write
    • Client Agency Location
      Required
    • External Source
    • Client Email
      Required
    • Policy Type
      Required
    • Policy Status
      Required
    • Effective Date
    • Expiration Date
      Required
    • Carrier Name
    • Policy Number
    • Written Premium
    • Internal Notes
    Action
    Write
    • Trigger When Users at These Locations Create a New Policy (Optional)
    Trigger
    Instant
    Try It
    • Trigger For
    • Trigger When Users at These Locations Add a Tag (Optional)
    • Trigger Only for These Tag Names (Optional)
    Trigger
    Instant
    Try It
    • Agency Location
      Required
    • Client
    • Policy Type
      Required
    • Policy Status
      Required
    • Effective Date:
    • Expiration Date:
    • Carrier Name
    • Policy Number:
    • Written Premium
    • Internal Notes
    Action
    Write
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
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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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About JenesisNow
JenesisNow is an insurance agency management system that helps manage clients, track policies, and streamline operations
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