Google Sheets + Knowify
Create multiple spreadsheet rows in Google Sheets for new clients in Knowify
Every time a new client is added in Knowify, this workflow swiftly transfers their information and generates multiple rows in Google Sheets. This ensures your documents are up-to-date and allows for a seamless transition of details, enhancing efficiency and saving valuable time with each new client addition.
Every time a new client is added in Knowify, this workflow swiftly transfers their information and generates multiple rows in Google Sheets. This ensures your documents are up-to-date and allows for a seamless transition of details, enhancing efficiency and saving valuable time with each new client addition.
- When this happens...New Client
Triggers when a new client has been added.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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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SpreadsheetsAbout Knowify
Knowify is a job costing and project management platform for contractors.