Connect White Swan to Google Sheets and automate your work

This action imports data about a client that can be used to pre-fill applications and improve user experience.

This action will retrieve information about clients referred from your White Swan account. To retrieve information about a specific client, you can use their email.

This action will retrieve information about users on your White Swan account. To retrieve information about a specific user, you can use their email.

Triggers when a new row is added to the bottom of a spreadsheet.

Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

Triggers when a worksheet is created in a spreadsheet.

Create a new row in a specific spreadsheet.

Creates a new worksheet by copying an existing worksheet.

Create a blank worksheet with a title. Optionally, provide headers.

Format a row in a specific spreadsheet.

Update one or more new rows in a specific spreadsheet (with line item support).

Find up to 500 rows based on a column and value as line items.

Return up to 500 rows as a single JSON value or as line items.

Finds or creates a specific find worksheet.

This action will create a new plan request with information you provide, and will return a URL to complete the request. Any questions that covers information you have provided will be skipped when using your returned URL.

This action will retrieve information about earnings events within your White Swan account. You can filter events by referring account user, client, and lookback period.

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

Triggers when a new spreadsheet is created.

Triggered when a new row is added or modified in a spreadsheet.

Create a new column in a specific spreadsheet.

Create one or more new rows in a specific spreadsheet (with line item support).

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Permanently deletes all data in a selected row. This action cannot be undone.

Update a row in a specific spreadsheet.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a worksheet by title.

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Finds or creates a specific lookup row.