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)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
- automatically do this!Create Customer
Creates a customer.
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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?
