Create new vcita clients from new or updated rows in Google Sheets
Enhance your productivity with this workflow that starts with any new or updated row in your Google Sheets. As soon as you update your spreadsheet, a new client is immediately created in your vcita app. This seamless integration ensures that your client information remains up-to-date across both platforms, saving you valuable time and eliminating the need for manual data entry. Perfect for businesses aiming to streamline client information management.
Enhance your productivity with this workflow that starts with any new or updated row in your Google Sheets. As soon as you update your spreadsheet, a new client is immediately created in your vcita app. This seamless integration ensures that your client information remains up-to-date across both platforms, saving you valuable time and eliminating the need for manual data entry. Perfect for businesses aiming to streamline client information management.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in 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?