Google Sheets + WorkflowMax
List job tasks in WorkflowMax and create corresponding spreadsheet rows in Google Sheets
With this workflow, as soon as you list job tasks in WorkflowMax, a new row will be instantly added to your selected Google Sheets spreadsheet. Not only does this streamline your task management, but it also saves you time by instantly populating your spreadsheets for easy tracking and analysis. Now you can easily maintain up-to-date records of all your project tasks.
With this workflow, as soon as you list job tasks in WorkflowMax, a new row will be instantly added to your selected Google Sheets spreadsheet. Not only does this streamline your task management, but it also saves you time by instantly populating your spreadsheets for easy tracking and analysis. Now you can easily maintain up-to-date records of all your project tasks.
- When this happens...
List Job TasksTriggers when job tasks are retrieved.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Spreadsheet RowCreate a new row in a specific spreadsheet.
ActionWriteCreate a new record or update an existing record in your app.
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Job Category Created
Triggers when a job category is created in job settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Cost Created
Triggers when a new cost is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Job Status
Triggers when a new job status is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew PO Stock Receipt Created
Triggers when a new purchase order stock receipt is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Quote Issued
Triggers when a quote is issued.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task Created
Triggers when a new task is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew PO Bill Created
Triggers when a new purchase order bill is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCost NameRequired
Unit CostRequired
Unit PriceRequired
Cost TypeRequired
BillableRequired
Supplier Reference
Cost Code
Cost Note
Sales Tax Reference 1
Sales Tax Reference 2
Purchase Tax Reference 1
Purchase Tax Reference 2
Income Account Reference
Cost of Sale Account Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job ReferenceRequired
DateRequired
Cost Reference
Cost Name
Unit Cost
Unit Price
QuantityRequired
ActualRequired
Phase Reference
Supplier Reference
Cost Code
Type
Billable
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client ReferenceRequired
Contact Reference
NameRequired
Estimated ValueRequired
Lead Template Reference
Lead DateRequired
Details
Lead Category Reference
Lead Owner Reference
Estimated Job Start Date
Estimated Duration (weeks)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task NameRequired
Base RateRequired
Billable RateRequired
Description
Tax Reference 1
Tax Reference 2
Export Code
Income Account Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTax NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob ReferenceRequired
Job Data to Include
ActionThis is an event a Zap performs.SearchFind existing data in your appDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Frozen Rows Count
Frozen Columns Count
Sheet Position
Hide Sheet
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Source RangeRequired
Destination RangeRequired
Paste Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Validation TypeRequired
Input Message
Strict Validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row countRequired
Output format
First row
ActionThis is an event a Zap performs.SearchFind existing data in your appSpreadsheet IDRequired
Include Grid Data
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Custom Field Created
Triggers when a new custom field is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Job Created
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Purchase Order Created
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Supplier Created
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Timesheet Created
Triggers when a new timesheet is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Quote Accepted
Triggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
First Name
Last Name
Other Name
Client Manager Reference
Job Manager Reference
Business Structure Reference
Client Type Reference
Favorite
Email
Phone
Fax
Website
Referral Source
Type
Default
Address
City
State
Postal Code
Country
TFN
ABN/WPN
Branch/CAC/ICA #
ACN
Vat Number
Company Number
Ird Number
NZBN
Tax Number
Year End Date
Balance Date
Zero Rated Tax Reference
Billing Client Reference
Task Reference
Billable Rate
Markup
Custom Payment Day
Custom Payment Term
Client Group Reference
Contact Reference
Position
Primary
Included In Email
Related Client Reference
Type
Start Date
End Date
Number of Shares
Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client ReferenceRequired
Job NameRequired
Job StatusRequired
Start DateRequired
Due DateRequired
PriorityRequired
Job Number
Contact Reference
Job Manager
Client Manager
Job Category
Budget
Description
Exclude from Estimated Billings
Staff Assigned
Job Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job ReferenceRequired
Task ReferenceRequired
Estimated Minutes
Phase Reference
Task Label
Description
Billable
Start Date
End Date
Staff Reference
Allocated Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job ReferenceRequired
Supplier ReferenceRequired
StatusRequired
Description
Delivery Address
Job Cost Identifier
Cost Identifier
Cost Name
Type
Note
Quantity
Unit Cost
Cost Code
Tax1 Identifier
Tax2 Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job ReferenceRequired
Job Task ReferenceRequired
Staff ReferenceRequired
DateRequired
Minutes
Start Time
End Time
Note
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob ReferenceRequired
Fields to IncludeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStaff ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClient ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Status ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Condition TypeRequired
Background Color
Text Color
Bold Text
Italic Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Confirm DeletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Format TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SpreadsheetRequired
WorksheetRequired
New Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Sort by ColumnRequired
Sort OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
A1 RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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