Create and manage Smartsheet rows for every new customer in Paythen
Streamline your customer onboarding process with this seamless workflow. When a new customer joins via Paythen, a fresh row of data is effortlessly added to your Smartsheet. This maintains an updated record of your clientele and saves you the time-consuming process of manual entries. Enhance your efficiency and never miss a single detail about your new customers.
Streamline your customer onboarding process with this seamless workflow. When a new customer joins via Paythen, a fresh row of data is effortlessly added to your Smartsheet. This maintains an updated record of your clientele and saves you the time-consuming process of manual entries. Enhance your efficiency and never miss a single detail about your new customers.
- When this happens...New Customer
Triggers when a new customer is created in your Paythen account.
- automatically do this!Add Row to Sheet
Add a row to a sheet.
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Try ItPaythen template linkRequired
Customer emailRequired
Plan nameRequired
Total payment amountRequired
A note about the optional fields
Number of payments (optional)
Currency (optional)
Billing interval (optional)
Delay payment plan start by X days (optional)
Custom confirmation page link (optional)
Plan description (optional)
Choose a SheetRequired
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