Google Sheets + The Customer Factor
Create Google Sheets rows for completed jobs in The Customer Factor
When a job is completed in The Customer Factor, instantly add a new row with all the relevant details to your Google Sheets. This workflow saves you the hassle of manually entering job completion data, giving you more time to focus on other important tasks. Stay organized and streamline your process by ensuring your spreadsheet is always up to date with job completions from The Customer Factor.
When a job is completed in The Customer Factor, instantly add a new row with all the relevant details to your Google Sheets. This workflow saves you the hassle of manually entering job completion data, giving you more time to focus on other important tasks. Stay organized and streamline your process by ensuring your spreadsheet is always up to date with job completions from The Customer Factor.
- When this happens...Job Completed
Triggers when a job is marked as completed 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
