Google Sheets + JenesisNow
Add new JenesisNow policies to Google Sheets rows
Easily manage new policies by recording their details in Google Sheets whenever a policy is created in JenesisNow. This Zap automatically logs policy ID, client name, policy type, and other important information into a spreadsheet, ensuring you have a complete, up-to-date record for reporting and analysis. Simplify your workflow and stay organized effortlessly.
Easily manage new policies by recording their details in Google Sheets whenever a policy is created in JenesisNow. This Zap automatically logs policy ID, client name, policy type, and other important information into a spreadsheet, ensuring you have a complete, up-to-date record for reporting and analysis. Simplify your workflow and stay organized effortlessly.
- When this happens...New Policy Created
Triggers when a new policy is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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