Create new Upnify clients from new or updated Google Sheets rows
Streamline the process of creating new clients in Upnify with this handy workflow. Whenever there's a new or updated row in your Google Sheets, a new client will be set up in Upnify instantly. This way, you avoid manual data entry and ensure all your client information is up-to-date and easily accessible in Upnify. Stay organized and efficient with this effortless automation.
Streamline the process of creating new clients in Upnify with this handy workflow. Whenever there's a new or updated row in your Google Sheets, a new client will be set up in Upnify instantly. This way, you avoid manual data entry and ensure all your client information is up-to-date and easily accessible in Upnify. Stay organized and efficient with this effortless automation.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create a New Client
Triggers when a new client is created on your Upnify account.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?