1.Captures client and service details
Integrate Ignition and CRM workflows to capture client and service details to price into your revenue worksheet.
Update client revenue row when service is added
Automatically capture service additions for clients across Ignition and Google Sheets. Update client revenue rows when qualifying packages are addedβso you can keep MRR pricing current without manual spreadsheet updates.
How this automation updates your client revenue rows
When a service is added but revenue worksheets lag, pricing and MRR reporting become inconsistent. This automation captures service details, filters qualifying packages, and updates your Google Sheets revenue row so your team sees current pricingβso your team can trust revenue reporting.
Ignitionor swap with your favorite app
2.Filters to configured packages
Integrate Filter by Zapier and routing rules to continue only for matching service packages to qualify the update.
Filter by Zapieror swap with your favorite app
3.Delays before lookup
Integrate Delay by Zapier and timing controls to pause for 1 minute to allow data to settle before lookup.
Delay by Zapieror swap with your favorite app
4.Looks up client revenue row
Integrate Google Sheets and spreadsheet lookups to find the client row by business name to locate the match.
Google Sheetsor swap with your favorite app
5.Updates revenue and service fields
Integrate Google Sheets and spreadsheet updates to map service price to revenue columns and update the matched row.
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Step 1
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