Google Sheets + Katana
Create customers in Katana from new Google Sheets spreadsheet rows in team drive
Effortlessly manage your customer data with this streamlined workflow. When you add a new row to a Google Sheets spreadsheet on a Team Drive, this automation will create a new customer in your Katana account, keeping your records up-to-date. Save time and reduce manual data entry while ensuring accuracy in your customer management process.
Effortlessly manage your customer data with this streamlined workflow. When you add a new row to a Google Sheets spreadsheet on a Team Drive, this automation will create a new customer in your Katana account, keeping your records up-to-date. Save time and reduce manual data entry while ensuring accuracy in your customer management process.
- When this happens...New Spreadsheet Row (Team Drive)
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
- automatically do this!Create Customer
Creates a customer.
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