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 this happens...
New Message Sent
Triggers when a new message is sent by a customer.
TriggerInstant
automatically do this!
Create Spreadsheet Row
Create a new row in a specific spreadsheet.
ActionWrite

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Supported triggers and actions

New Appointment Scheduled
Triggers when a new appointment is scheduled.
Trigger
Instant
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New Document Requested
Triggers when a new document is requested.
Trigger
Instant
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New Message Sent
Triggers when a new message is sent by a customer.
Trigger
Instant
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New Review Received
Triggers when a new review is received.
Trigger
Instant
Try It
Update Client Info
Triggers when client updates own information.
Trigger
Instant
Try It

- Client NameRequired
- Tax YearRequired
- Job TypeRequired
- PriceRequired
- Invoice DescriptionRequired
Action
Write
- Client IdRequired
- MessageRequired
- Send as SMS if possible
Action
Write

- Search by name, email, phone (numbers only), or tax yearRequired
Action
Search
- Dont Change Sheet Structure
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Dont Change Sheet Structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Polling
Try It
- Drive
- SpreadsheetRequired
Trigger
Polling
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Use Timezone set up on the spreadsheet to format date values?
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Condition TypeRequired
- Background Color
- Text Color
- Bold Text
- Italic Text
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Confirm DeletionRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Format TypeRequired
Action
Write
- SpreadsheetRequired
- WorksheetRequired
- New Sheet NameRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Sort by ColumnRequired
- Sort OrderRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- A1 RangeRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search or write

New Client Created
Triggers when a new client is created.
Trigger
Instant
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New Document Submitted
Triggers when a new document submitted.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is received.
Trigger
Instant
Try It
New Signature
Triggers when a new e-signature is received.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Date of Birth (YYYY-MM-DD)
- EmailRequired
- Phone Number
- Tax YearRequired
- Job TypeRequired
- Progress StatusRequired
- Send email to request to ask client to complete on-boarding interview
Action
Write
- Client NameRequired
- Event TypeRequired
- Select Your Event TypeRequired
- Start Date And TimeRequired
- Notes
Action
Write
- Client IdRequired
- First Name
- Last Name
- Date of Birth (YYYY-MM-DD)
- Email
- Phone Number
- Phone Type
Action
Write
- Dont Change Sheet Structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- Dont Change Sheet Structure
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Frozen Rows Count
- Frozen Columns Count
- Sheet Position
- Hide Sheet
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Source RangeRequired
- Destination RangeRequired
- Paste Type
Action
Write
- Drive
- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Validation TypeRequired
- Input Message
- Strict Validation
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row countRequired
- Output format
- First row
Action
Search
- Spreadsheet IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write

About Google Sheets

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

Learn more

Related categories

Similar apps

About Taxaroo

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

Related categories

CRM (Customer Relationship Management)

Google Sheets + Taxaroo

Create Google Sheets rows from new Taxaroo messages sent

New Appointment Scheduled

New Document Requested

New Message Sent

New Review Received

Update Client Info

Create Invoice

Send Message

Find Client

New Spreadsheet Row

New or Updated Spreadsheet Row (Team Drive)

New Worksheet

Create Spreadsheet Row

Create Spreadsheet Row at Top

Create Conditional Formatting Rule

Copy Worksheet

Create Worksheet

Delete Sheet

Format Cell Range

Rename Sheet

Sort Range

Update Spreadsheet Row(s)

Lookup Spreadsheet Rows (Advanced)

Get Data Range

Get Row by ID

Lookup Spreadsheet Row

Find or Create Row

New Client Created

New Document Submitted

New Payment

New Signature

Create Client

Schedule Appointment

Update Client Info

New Spreadsheet Row (Team Drive)

New Spreadsheet

New or Updated Spreadsheet Row

Create Spreadsheet Column

Create Multiple Spreadsheet Rows

Change Sheet Properties

Copy Range

Create Spreadsheet

Clear Spreadsheet Row(s)

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Set Data Validation

Update Spreadsheet Row

API Request (Beta)

Find Worksheet

Get Many Spreadsheet Rows (Advanced)

Get Spreadsheet by ID

Find or Create Worksheet

About Google Sheets

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Smartsheet

About Taxaroo

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