Google Sheets + PT Distinction
Add new or updated Google Sheets rows to PT Distinction as clients in a group
Simplify your client management process with this convenient workflow. When you add or update a row in your Google Sheets, the changes are reflected in the PT Distinction app by automatically adding the client to a selected group. This system frees up your time, ensures your client groups are always up-to-date in PT Distinction, and eliminates the need for manual data entry. Enjoy a smoother, more efficient way of managing your client database.
Simplify your client management process with this convenient workflow. When you add or update a row in your Google Sheets, the changes are reflected in the PT Distinction app by automatically adding the client to a selected group. This system frees up your time, ensures your client groups are always up-to-date in PT Distinction, and eliminates the need for manual data entry. Enjoy a smoother, more efficient way of managing your client database.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Add Client to Group
Adds a client to a group.
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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?
