Google Sheets + Spotio
Create conditional formatting rules in Google Sheets when new appointments are created in Spotio
Set up this workflow to keep track of your scheduled appointments in Spotio by directly applying a conditional formatting rule in Google Sheets. This way, every time an appointment is penned in Spotio, your Google Sheets document gets updated in real-time, thereby aiding smooth and consistent record maintenance. It's a practical solution eliminating manual transfers and ensuring organized data management.
Set up this workflow to keep track of your scheduled appointments in Spotio by directly applying a conditional formatting rule in Google Sheets. This way, every time an appointment is penned in Spotio, your Google Sheets document gets updated in real-time, thereby aiding smooth and consistent record maintenance. It's a practical solution eliminating manual transfers and ensuring organized data management.
- When this happens...Appointment Created
Triggers when appointment for lead is created.
- automatically do this!Create Conditional Formatting Rule
Apply conditional formatting to cells in a Google Sheets spreadsheet based on their values.
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Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItActivity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItDocument Added to Record
Triggers when document is added to record.
Try ItRecord Created or Updated
Triggers when record is created or updated.
Try It
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItAppointment Created
Triggers when appointment for lead is created.
Try ItRecord Created
Triggers when record is created.
Try ItRecord Stage Changed
Triggers when record stage changes.
Try It
