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Google Sheets + Taxaroo

Create Google Sheets rows from new Taxaroo messages sent

When a new message is sent in Taxaroo, this workflow instantly adds a row to a designated Google Sheets spreadsheet. This efficient process ensures that every message detail is systematically arranged in your spreadsheet for easy tracking and review. It's an effortless way of managing and organizing your communication data from Taxaroo.

When a new message is sent in Taxaroo, this workflow instantly adds a row to a designated Google Sheets spreadsheet. This efficient process ensures that every message detail is systematically arranged in your spreadsheet for easy tracking and review. It's an effortless way of managing and organizing your communication data from Taxaroo.

  1. When this happens...
    TaxarooTaxaroo
    New Message Sent

    Triggers when a new message is sent by a customer.

    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
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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.