Google Sheets + OrbisX
Create spreadsheet rows in Google Sheets for new leads in OrbisX
With this workflow, as soon as a new lead is identified in OrbisX, a spreadsheet row in Google Sheets is instantly created. This ensures your lead information is organized and easily accessible for your sales team. Streamline your data capture in real time, mitigating any risks of loss or delay. This efficient process places all critical customer data at your fingertips, allowing you to respond swiftly and strategically to potential business opportunities.
With this workflow, as soon as a new lead is identified in OrbisX, a spreadsheet row in Google Sheets is instantly created. This ensures your lead information is organized and easily accessible for your sales team. Streamline your data capture in real time, mitigating any risks of loss or delay. This efficient process places all critical customer data at your fingertips, allowing you to respond swiftly and strategically to potential business opportunities.
- When this happens...
New LeadsTriggers when a new leads are created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Spreadsheet RowCreate a new row in a specific spreadsheet.
ActionWriteCreate a new record or update an existing record in your app.
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Completed Event Hook
Triggers when an event is completed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get POS Items
Triggers when a list of available POS items is required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Clients
Triggers when a new clients are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Estimate Hook
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Events Hook
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense Hook
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Hook
Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Leads
Triggers when a new leads are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Tag Added to Client
Triggers when a tag or label is added to a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Added to Lead
Triggers when a tag or label is added to a lead
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Removed From Event
Triggers when a tag or label is removed from an event
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice Hook
Triggers when an invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact / Full NameRequired
Initial Interest
Company
Phone
Email
Website
Address
City
State/Province
Zip/Postal Code
Country
Vehicle Year
Vehicle Make
Vehicle Model
Notes
Tag
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AmountRequired
CategoryRequired
Vendor/SupplierRequired
New Customer Name
Existing Client
Reference Number
Expense Date
Notes
Tax Label
Currency Code
Expense Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact / Full NameRequired
Initial Interest
Company
Phone
Email
Website
Address
City
State/Province
Zip/Postal Code
Country
Vehicle Year
Vehicle Make
Vehicle Model
Lead Value ($)
Notes
Source
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
Email
Phone
Notes
Primary User ID
Tags
Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client ID
Phone Number
Email
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appContact / Full NameRequired
Phone
Email
Initial Interest
Company
Website
Address
City
State/Province
Zip/Postal Code
Country
Vehicle Year
Vehicle Make
Vehicle Model
Notes
Tag
Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Frozen Rows Count
Frozen Columns Count
Sheet Position
Hide Sheet
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Source RangeRequired
Destination RangeRequired
Paste Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Validation TypeRequired
Input Message
Strict Validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row countRequired
Output format
First row
ActionThis is an event a Zap performs.SearchFind existing data in your appSpreadsheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Deleted Event Hook
Triggers when an event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Converted to Client
Triggers when a lead is converted to a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Booking Request Received
Triggers when a new booking request is received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Clients Hook
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Events
Triggers when a new events are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Leads Hook
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment Hook
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Added to Event
Triggers when a tag or label is added to an event
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Removed From Client
Triggers when a tag or label is removed from a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Events Hook
Triggers when an event is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assigned Staff MemberRequired
Event DateRequired
Event TimeRequired
TitleRequired
Details
Price
Duration (minutes)
Service ID
Service Name
Existing Lead
Existing Client
New Lead Name
New Client Name
New Lead/Client Email
New Lead/Client Phone
Vehicle Year
Vehicle Make
Vehicle Model
Event Address
Event Notifications
Event Tags/Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal EntryRequired
Journal TargetRequired
Target ID (lead or client ID)Required
Staff/User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TypeRequired
Message ContentRequired
Client's Phone or EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Phone
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Phone
Email
Tag
Vehicle Year
Vehicle Make
Vehicle Model
Interest
Source
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appContact / Full NameRequired
Phone
Email
Tag
Vehicle Year
Vehicle Make
Vehicle Model
Initial Interest
Source
Lead ID
Company
Website
Address
City
State/Province
Zip/Postal Code
Country
Lead Value ($)
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Condition TypeRequired
Background Color
Text Color
Bold Text
Italic Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Confirm DeletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Format TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SpreadsheetRequired
WorksheetRequired
New Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Sort by ColumnRequired
Sort OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
A1 RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Google Sheets
Related categories
About OrbisX
Related categories
Related Zap Templates
- Create Google Sheets spreadsheet rows from new OrbisX clients
- Create new OrbisX leads from new Google Sheets rows
- Create leads in OrbisX from new or updated Google Sheets rows
- Create spreadsheet rows in Google Sheets for new estimates from OrbisX
- Create spreadsheet rows in Google Sheets for new booking requests received in OrbisX
- Create spreadsheets in Google Sheets from new leads in OrbisX
- Track new OrbisX clients by creating rows in Google Sheets
- Create Google Sheets rows for new lead hooks in OrbisX
- Log new OrbisX events by creating rows in Google Sheets
- Create new rows in Google Sheets when completed event hooks are detected in OrbisX
- Create worksheets in Google Sheets when new tags are added to clients in OrbisX