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Manage updated enquiries in Unbiased Pro by creating new rows in Google Sheets
Keep your client communication flawless with this workflow that connects Unbiased Pro and Google Sheets. Whenever there's a change in enquiry status in Unbiased Pro, a new row will be added to your chosen Google Sheets spreadsheet. This ensures all key information is logged in a single location, saving you from the hassle of manual updates.
- When this happens...Enquiry Status ChangeTriggers when status of an enquiry is changed.
- automatically do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Unbiased Pro and Google Sheets
Discover other triggers and actions you can use with Unbiased Pro and Google Sheets
- Statuses
Try ItTriggerInstant- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerInstant- Dont_change_sheet_structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerPolling- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant
- Dont_change_sheet_structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Drive
Try ItTriggerPolling- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant- Drive
- SpreadsheetRequired
Try ItTriggerPolling
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.
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