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.
- When this happens...

List Job TasksTriggers when job tasks are retrieved.TriggerPolling - automatically do this!

Create Spreadsheet RowCreate a new row in a specific spreadsheet.ActionWrite
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More things you can do with WorkflowMax and Google Sheets
Discover other triggers and actions you can use with WorkflowMax and Google Sheets
Job Category CreatedTriggers 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 plan
New Cost CreatedTriggers 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 plan
New Job StatusTriggers 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 plan
New PO Stock Receipt CreatedTriggers 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 plan
New Quote IssuedTriggers when a quote is issued.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Task CreatedTriggers 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 plan
New PO Bill CreatedTriggers 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 plan- Cost 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 app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Tax NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job ReferenceRequired
- Job Data to Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Dont_change_sheet_structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Dont_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 app- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row countRequired
- Output format
- First row
ActionThis is an event a Zap performs.SearchFind existing data in your app- Spreadsheet IDRequired
- Include Grid Data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Drive
- 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 UpdatedTriggers when a job is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Client CreatedTriggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Custom Field CreatedTriggers 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 plan
New Job CreatedTriggers when a new job is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New LeadTriggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Purchase Order CreatedTriggers 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 plan
New Supplier CreatedTriggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Timesheet CreatedTriggers when a new timesheet is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Quote AcceptedTriggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- NameRequired
- 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 app- Job ReferenceRequired
- Fields to IncludeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Staff ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Status ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Dont_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 plan- Drive
- 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 app- Drive
- SpreadsheetRequired
- WorksheetRequired
- A1 RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data 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 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.Search or writeFind existing data in your app, or create a new record if no data is found




