Google Sheets + LawPay
Create contacts and info requests in LawPay for new Google Sheets rows
This template will run whenever a new row is added to your Google Sheet. It will automatically create a contact and send them an email to request their payment information via LawPay. Make sure to map the correct columns from your particular Google Sheet in the second step. You can customize the content of the email however you'd like.
This template will run whenever a new row is added to your Google Sheet. It will automatically create a contact and send them an email to request their payment information via LawPay. Make sure to map the correct columns from your particular Google Sheet in the second step. You can customize the content of the email however you'd like.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this...Create Contact
Creates a contact.
- then do this!Create Info Request
Creates an
InfoRequestfor a given Contact to save their own payment method for future charges. TheInfoRequestwill be sent to the Contact via email by LawPay, so the Contact must have at least one email address defined. After the Contact submits this information, the payment method is saved and available for future charges. For more information see: Creating an InfoRequest.
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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?
