Update vcita clients from new or updated Google Sheets rows
Keep your client information up-to-date effortlessly with this workflow. Whenever you add or modify data in your Google Sheets, this automation will promptly ensure that your vcita client details mirror these changes. A seamless way to streamline your client management process, saving you valuable time and reducing the risk of errors.
Keep your client information up-to-date effortlessly with this workflow. Whenever you add or modify data in your Google Sheets, this automation will promptly ensure that your vcita client details mirror these changes. A seamless way to streamline your client management process, saving you valuable time and reducing the risk of errors.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Update Client
Updates a 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?