Create clients in Proposify from new or updated Google Sheets rows
Effortlessly manage your clients using this seamless Google Sheets and Proposify integration. Whenever a new or updated row appears in your Google Sheets, this workflow will create a new client in Proposify. Save time and stay organized, while ensuring your client information is always up-to-date.
Effortlessly manage your clients using this seamless Google Sheets and Proposify integration. Whenever a new or updated row appears in your Google Sheets, this workflow will create a new client in Proposify. Save time and stay organized, while ensuring your client information is always up-to-date.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Client
Creates a new client.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?