Google Sheets + InsTrack
Create new InsTrack clients from new Google Sheets spreadsheets
Keep your client information organized and efficient with this simple workflow. When you add new information to your Google Sheets, it prompts the InsTrack app to create a new client entry. This saves you time by eliminating manual data entry and ensures a seamless transition of data between your spreadsheet and InsTrack. It's a straightforward way to maintain accuracy and increase productivity in your client management process.
Keep your client information organized and efficient with this simple workflow. When you add new information to your Google Sheets, it prompts the InsTrack app to create a new client entry. This saves you time by eliminating manual data entry and ensures a seamless transition of data between your spreadsheet and InsTrack. It's a straightforward way to maintain accuracy and increase productivity in your client management process.
- When this happens...New Spreadsheet
Triggers when a new spreadsheet is created.
- automatically do this!Create Client
Create a new client to receive periodic email reports for tracked accounts
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
