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Google Sheets + Upnify

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.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggered when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    UpnifyUpnify
    Create a New Client

    Triggers when a new client is created on your Upnify account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
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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 Upnify

Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.

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