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Google Sheets + Taxaroo

Add rows in Google Sheets for new appointments scheduled in Taxaroo

Keep your tax appointment schedules organized and easy to access. With this workflow, whenever you schedule an appointment in Taxaroo, a corresponding row is instantly created in Google Sheets. This simple automation streamlines your tax business operations by organizing your client appointments in a Google Sheets spreadsheet.

Keep your tax appointment schedules organized and easy to access. With this workflow, whenever you schedule an appointment in Taxaroo, a corresponding row is instantly created in Google Sheets. This simple automation streamlines your tax business operations by organizing your client appointments in a Google Sheets spreadsheet.

  1. When this happens...
    TaxarooTaxaroo
    New Appointment Scheduled

    Triggers when a new appointment is scheduled.

    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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About Taxaroo

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