Google Sheets + Kayse

Create spreadsheet rows in Google Sheets for newly created clients in Kayse

Easily streamline your new client onboarding process with this efficient workflow. When you add a new client in the Kayse app, a new row is seamlessly added to a selected Google Sheets spreadsheet. This helps ensure you have a consistently updated database, minimizing the risk of data slipping through the cracks while saving you time on manual data entry.

When this happens...
Client Created
Triggers when a new client is created in Kayse.
TriggerInstant
automatically do this!
Create Spreadsheet Row
Create a new row in a specific spreadsheet.
ActionWrite

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Supported triggers and actions

- Campaign IDRequired
Trigger
Instant
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- Case List IDRequired
Trigger
Instant
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Case Updated
Triggers when an existing case is updated in Kayse.
Trigger
Instant
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Client Deleted
Triggers when a client is deleted in Kayse.
Trigger
Instant
Try It
Task Document Uploaded
Triggers when a new document is uploaded to a task (regardless of method of upload). The URL supplied in trigger payload is presigned for 15 minutes, after which it will be invalidated.
Trigger
Instant
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- Case Number
- External SourceRequired
- External Source IDRequired
- External Source Data
- Case Name
- Case TypeRequired
- Case StatusRequired
- Is OBO (On Behalf of Client)Required
- Court Name
- Jurisdiction
- Description
- Created Date
- Court Date
- End Date
- Client ID
Action
Write
- External SourceRequired
- External Source IDRequired
- External Source Data
- EmailRequired
- MobileRequired
- First NameRequired
- Last NameRequired
- Date of Birth
- Date of Death
- City
- State
- Address Line 1
- Address Line 2
- Postal Code
- Case ID
Action
Write

- Case ListRequired
- Case IDsRequired
Action
Write
- Client IDRequired
- Case IDRequired
- MessageRequired
Action
Write
- IDRequired
- External SourceRequired
- External Source IDRequired
- External Source Data
- EmailRequired
- MobileRequired
- First NameRequired
- Last NameRequired
- Date of Birth
- Date of Death
- City
- State
- Adress Line 1
- Address Line 2
- Postal Code
Action
Write
- Dont Change Sheet Structure
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Dont Change Sheet Structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Polling
Try It
- Drive
- SpreadsheetRequired
Trigger
Polling
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Use Timezone set up on the spreadsheet to format date values?
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Condition TypeRequired
- Background Color
- Text Color
- Bold Text
- Italic Text
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Confirm DeletionRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Format TypeRequired
Action
Write
- SpreadsheetRequired
- WorksheetRequired
- New Sheet NameRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Sort by ColumnRequired
- Sort OrderRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- A1 RangeRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search or write

- Campaign IDRequired
Trigger
Instant
Try It
Case Created
Triggers when a new case is created in Kayse.
Trigger
Instant
Try It
Client Created
Triggers when a new client is created in Kayse.
Trigger
Instant
Try It
Client Updated
Triggers when an existing client is updated in Kayse.
Trigger
Instant
Try It
- Case ListRequired
- Case IDsRequired
Action
Write
- NameRequired
- Description
- Case IDs
- Is OBO (On Behalf of Client)
Action
Write
- Campaign IDRequired
- Case IDRequired
Action
Write
- Client IDRequired
- Case IDRequired
- SubjectRequired
- MessageRequired
Action
Write
- IDRequired
- Case Number
- External SourceRequired
- External Source IDRequired
- External Source Data
- Case Name
- Case TypeRequired
- Case StatusRequired
- Is OBO (On Behalf of Client)
- Court Name
- Jurisdiction
- Description
- Created Date
- Court Date
- End Date
Action
Write
- Dont Change Sheet Structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- Dont Change Sheet Structure
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Frozen Rows Count
- Frozen Columns Count
- Sheet Position
- Hide Sheet
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Source RangeRequired
- Destination RangeRequired
- Paste Type
Action
Write
- Drive
- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Validation TypeRequired
- Input Message
- Strict Validation
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row countRequired
- Output format
- First row
Action
Search
- Spreadsheet IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Learn more

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About Kayse

Kayse is an AI-powered relationship and retention platform that includes a client portal app, prevents client loss and drives growth.

Related categories

App Builder

Related Zap Templates

Create spreadsheet rows in Google Sheets for new cases created in Kayse

Related Zap Templates

Create spreadsheet rows in Google Sheets for new cases created in Kayse

Google Sheets + Kayse

Create spreadsheet rows in Google Sheets for newly created clients in Kayse

Call Created

Case Added to List

Case Updated

Client Deleted

Task Document Uploaded

Create Case

Create Client

Remove Cases From List

Send Chat Message (SMS)

Update Client

New Spreadsheet Row

New or Updated Spreadsheet Row (Team Drive)

New Worksheet

Create Spreadsheet Row

Create Spreadsheet Row at Top

Create Conditional Formatting Rule

Copy Worksheet

Create Worksheet

Delete Sheet

Format Cell Range

Rename Sheet

Sort Range

Update Spreadsheet Row(s)

Lookup Spreadsheet Rows (Advanced)

Get Data Range

Get Row by ID

Lookup Spreadsheet Row

Find or Create Row

Call Updated

Case Created

Client Created

Client Updated

Add Cases to List

Create Case List

Make AI Call

Send Chat Message (Email)

Update Case

New Spreadsheet Row (Team Drive)

New Spreadsheet

New or Updated Spreadsheet Row

Create Spreadsheet Column

Create Multiple Spreadsheet Rows

Change Sheet Properties

Copy Range

Create Spreadsheet

Clear Spreadsheet Row(s)

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Set Data Validation

Update Spreadsheet Row

API Request (Beta)

Find Worksheet

Get Many Spreadsheet Rows (Advanced)

Get Spreadsheet by ID

Find or Create Worksheet

About Google Sheets

Related categories

Similar apps

Zapier Tables

Zoho Creator

Smartsheet

About Kayse

Related categories

Related Zap Templates

Related Zap Templates