Google Sheets + Sunwise integrations
Create Google Sheets rows for new projects created in Sunwise
Streamline your project tracking process with this intuitive workflow. Whenever you kick off a new project in Sunwise, it instantly creates a dedicated row in a specified Google Sheets spreadsheet. This is a practical way to ensure project details are readily accessible for future reference or team collaboration, saving you time on routine data entry. This seamless connection between Sunwise and Google Sheets keeps your project data well-organized and easily accessible.
- When this happens...Created ProjectTriggers when a proposal is created in a project.
- automatically do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Sunwise and Google Sheets
Discover other triggers and actions you can use with Sunwise and Google Sheets
- New Contact
Triggers when a contact is create in a Sunwise account.
Try ItTriggerInstant - Updated Contact
Triggers when a contact is update.
Try ItTriggerInstant - Contact IDRequired
- Project NameRequired
- Zip Code
- Service Number
ActionWrite- Project IDRequired
ActionWrite
- Created Project
Triggers when a proposal is created in a project.
Try ItTriggerInstant - NameRequired
- Last Name
- Email
- Telephone
- Agent
- Company
- Contact status
- Contact origin
- Status
- Integration source
ActionWrite- Proposal IDRequired
ActionWrite- Project IDRequired
ActionWrite
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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