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Google Sheets + Taxaroo

Create a Google Sheets row for each new client created in Taxaroo

Manage your new Taxaroo clients seamlessly with this efficient workflow. As soon as you acquire a new client on Taxaroo, a new row is instantly crafted in your Google Sheets. This means you no longer need to manually add each client, saving you time and ensuring accurate record-keeping. Let this automation streamline your client administration, so you can focus on providing top-tier services.

Manage your new Taxaroo clients seamlessly with this efficient workflow. As soon as you acquire a new client on Taxaroo, a new row is instantly crafted in your Google Sheets. This means you no longer need to manually add each client, saving you time and ensuring accurate record-keeping. Let this automation streamline your client administration, so you can focus on providing top-tier services.

  1. When this happens...
    TaxarooTaxaroo
    New Client Created

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Taxaroo triggers, actions, and search

    New Appointment Scheduled

    Triggers when a new appointment is scheduled.

    Trigger
    Instant
    Try It
  • Taxaroo triggers, actions, and search

    New Document Requested

    Triggers when a new document is requested.

    Trigger
    Instant
    Try It
  • Taxaroo triggers, actions, and search

    New Message Sent

    Triggers when a new message is sent by a customer.

    Trigger
    Instant
    Try It
  • Taxaroo triggers, actions, and search

    New Review Received

    Triggers when a new review is received.

    Trigger
    Instant
    Try It
  • Taxaroo triggers, actions, and search

    New Client Created

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
  • Taxaroo triggers, actions, and search

    New Document Submitted

    Triggers when a new document submitted.

    Trigger
    Instant
    Try It
  • Taxaroo triggers, actions, and search

    New Signature

    Triggers when a new e-signature is received.

    Trigger
    Instant
    Try It
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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taxaroo logo

About Taxaroo

Taxaroo streamlines tax & CPA firm management with smart data collection, seamless client communication, and organizational tools.