Create new Rize clients from new or updated rows in Google Sheets
Easily manage your client list with this streamlined process that saves you time and reduces the risk of manual entry errors. When a new or updated row appears in your Google Sheets, it will translate into the creation of a client in the Rize app. Ideal for those who want to seamlessly keep their client information in order, this workflow allows for an efficient data transfer that keeps your client list up-to-date.
Easily manage your client list with this streamlined process that saves you time and reduces the risk of manual entry errors. When a new or updated row appears in your Google Sheets, it will translate into the creation of a client in the Rize app. Ideal for those who want to seamlessly keep their client information in order, this workflow allows for an efficient data transfer that keeps your client list 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 in Rize.
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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?