Google Sheets + OrbisX

Create spreadsheets in Google Sheets from new leads in OrbisX

Automate your lead management process with this OrbisX and Google Sheets workflow. When a new lead enters your OrbisX system, a new spreadsheet is instantly created in Google Sheets. This allows for a streamlined process, saving you time from manual data entry so you can focus more on nurturing your prospects.

When this happens...
New Leads
Triggers when a new leads are created.
TriggerScheduled
automatically do this!
Create Spreadsheet
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
ActionWrite

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Supported triggers and actions

What does this mean?

Completed Event Hook
Triggers when an event is completed
Trigger
Instant
Try It
Get POS Items
Triggers when a list of available POS items is required.
Trigger
Scheduled
Try It
New Booking Request Received
Triggers when a new booking request is received
Trigger
Instant
Try It
New Clients Hook
Triggers when a new client is created.
Trigger
Instant
Try It
New Estimate Hook
Triggers when a new estimate is created.
Trigger
Instant
Try It

New Events Hook
Triggers when a new event is created.
Trigger
Instant
Try It
New Expense Hook
Triggers when a new expense is created.
Trigger
Instant
Try It

New Invoice Hook
Triggers when a new invoice is created
Trigger
Instant
Try It
New Leads
Triggers when a new leads are created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is created.
Trigger
Scheduled
Try It
New Tag Added to Client
Triggers when a tag or label is added to a client
Trigger
Instant
Try It
New Tag Removed From Client
Triggers when a tag or label is removed from a client
Trigger
Instant
Try It
Updated Invoice Hook
Triggers when an invoice is updated
Trigger
Instant
Try It
- 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
Action
Write
- AmountRequired
- CategoryRequired
- Vendor/SupplierRequired
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
Action
Write
- Message TypeRequired
- Message ContentRequired
- Client's Phone or EmailRequired
Action
Write
- Full Name
- Phone
- Email
Action
Search
- Contact / 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
Action
Search or write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Drive
Trigger
Scheduled
Try It
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Bottom-Up
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Bottom-Up
Action
Search or write

Deleted Event Hook
Triggers when an event is deleted.
Trigger
Instant
Try It
- Invoice IDRequired
Trigger
Scheduled
Try It
New Clients
Triggers when a new clients are created.
Trigger
Scheduled
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Scheduled
Try It
New Events
Triggers when a new events are created.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Trigger
Instant
Try It
New Leads Hook
Triggers when a new lead is created.
Trigger
Instant
Try It
New Payment Hook
Triggers when a new payment is created.
Trigger
Instant
Try It
New Tag Added to Lead
Triggers when a tag or label is added to a lead
Trigger
Instant
Try It
New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Trigger
Instant
Try It
Updated Events Hook
Triggers when an event is updated.
Trigger
Instant
Try It
- Assigned Staff MemberRequired
- Event DateRequired
- Event TimeRequired
- TitleRequired
- Details
- Price
- Duration (minutes)
- Service ID
- Existing Client
- New Client Name
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
Action
Write
- 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 ($)
- Notes
- Source
- Tag
Action
Write
- Lead ID
- Email
- Phone
- Notes
Action
Write
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
Action
Search
- Contact / Full NameRequired
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
- Source
Action
Search or write
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy To
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite?
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Text Bold
- Text Italic
- Text Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Bottom-Up
- Row Count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row CountRequired
- First Row
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite?
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 Help

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About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

Learn more Help

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CRM (Customer Relationship Management)

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PRODUCTS

CAPABILITIES

By team

Google Sheets + OrbisX

Create spreadsheets in Google Sheets from new leads in OrbisX

Completed Event Hook

Get POS Items

New Booking Request Received

New Clients Hook

New Estimate Hook

New Events Hook

New Expense Hook

New Invoice Hook

New Leads

New Payment

New Tag Added to Client

New Tag Removed From Client

Updated Invoice Hook

Create Client

Initial Interest

Company

Phone

Email

Website

Address

City

State/Province

Zip/Postal Code

Country

Vehicle Year

Vehicle Make

Vehicle Model

Notes

Tag

Source

Create Expense

AmountRequired

CategoryRequired

Vendor/SupplierRequired

New Customer Name

Existing Client

Reference Number

Expense Date

Notes

Tax Label

Currency Code

Expense Account

Save Client Communication

Message TypeRequired

Message ContentRequired

Client's Phone or EmailRequired

Find Clients

Full Name

Phone

Email

Find or Create Client

Contact / 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

New Spreadsheet Row (Team Drive)

Drive

SpreadsheetRequired

WorksheetRequired

New Spreadsheet

Drive

New or Updated Spreadsheet Row