Google Sheets + PTminder
Create new PTminder clients from new Google Sheets rows
Simplify your client management process with this handy workflow. Whenever you add new details into your Google Sheets spreadsheet, it instantly creates a new client on PTminder, saving you time and effort in moving data around. This automation helps keep your client records up-to-date and organized, freeing up more of your time to focus on providing excellent service.
Simplify your client management process with this handy workflow. Whenever you add new details into your Google Sheets spreadsheet, it instantly creates a new client on PTminder, saving you time and effort in moving data around. This automation helps keep your client records up-to-date and organized, freeing up more of your time to focus on providing excellent service.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Client
Creates a Client in PTminder
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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?
