Create new vcita clients from new rows in your Google Sheets
Simplify your client management process with this efficient workflow. As soon as a new row appears in Google Sheets, a new client will be created directly in the vcita app. This smooth process eliminates manual data transfer, saving you time and reducing potential errors. Ideal for businesses looking to enhance their client onboarding experience.
Simplify your client management process with this efficient workflow. As soon as a new row appears in Google Sheets, a new client will be created directly in the vcita app. This smooth process eliminates manual data transfer, saving you time and reducing potential errors. Ideal for businesses looking to enhance their client onboarding experience.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Client
Creates a new client.
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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?