Google Sheets + Kopperfield
Create new Google Sheets rows for each project created in Kopperfield
Instantly organize your projects by creating a row in a Google Sheets spreadsheet for every new project created in Kopperfield. This streamlined automation takes the manual work out of managing projects, ensuring information is accurately captured and organized the moment a new project kicks off in Kopperfield. This efficient workflow is ideal for those who want to save time and maintain excellent data organization across their project management and record-keeping platforms.
Instantly organize your projects by creating a row in a Google Sheets spreadsheet for every new project created in Kopperfield. This streamlined automation takes the manual work out of managing projects, ensuring information is accurately captured and organized the moment a new project kicks off in Kopperfield. This efficient workflow is ideal for those who want to save time and maintain excellent data organization across their project management and record-keeping platforms.
- When this happens...Project Created
Triggers when a project is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Appointment Created
Triggers when an appointment is created.
Try ItDeposit Received
Triggers when Kopperfield received a deposit payment from the customer.
Try ItProject Created
Triggers when a project is created.
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try It
Bid Accepted
Triggers when a bid is accepted by the customer
Try ItPayment Received
Triggers when Kopperfield received a payment from the customer.
Try ItProject Pairing Status Updated
Triggers when a project has either been accepted or declined by a provider. For use by Kopperfield partners.
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try It
