Google Sheets + The Customer Factor
Add new The Customer Factor payments to Google Sheets as rows
Stay on top of your finances with this seamless workflow that connects The Customer Factor to Google Sheets. Whenever there's a new payment in The Customer Factor, it instantly adds a spreadsheet row in your Google Sheets, ensuring your payment records are always up to date. Save time and effort by letting this simple automation keep your sheets organized and accurate.
Stay on top of your finances with this seamless workflow that connects The Customer Factor to Google Sheets. Whenever there's a new payment in The Customer Factor, it instantly adds a spreadsheet row in your Google Sheets, ensuring your payment records are always up to date. Save time and effort by letting this simple automation keep your sheets organized and accurate.
- When this happens...New Payment
Triggers when an invoice is paid in The Customer Factor.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It
