Update Google Sheets rows with each transaction update in Kiflo PRM
Streamline your data management process for your updated transactions in Kiflo PRM. With this automation, every time there's a change to a transaction in Kiflo PRM, a corresponding row gets created in the specified Google Sheets spreadsheet. This ensures your records are always current, saving you the effort of manual data entry.
- When this happens...Transaction UpdatedTriggers when a new transaction is updated.
- automatically do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Kiflo PRM and Google Sheets
Discover other triggers and actions you can use with Kiflo PRM and Google Sheets
- Business Plan Objective Updated
Triggers when a business plan objective's current value is updated.
Try ItTriggerInstant - Contact Updated
Triggers when a property on an existing contact is updated.
Try ItTriggerInstant - Customer Updated
Triggers when a new customer is updated.
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Triggers when a new deal is added.
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- Contact Added
Triggers when a new contact is added.
Try ItTriggerInstant - Customer Added
Triggers when a new customer is added.
Try ItTriggerInstant - Deal Accepted
Triggers when a new deal is accepted.
Try ItTriggerInstant - Deal Note Added
Triggers when a new note is added on a deal.
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