Google Sheets + Kayse
Create spreadsheet rows in Google Sheets for newly created clients in Kayse
Easily streamline your new client onboarding process with this efficient workflow. When you add a new client in the Kayse app, a new row is seamlessly added to a selected Google Sheets spreadsheet. This helps ensure you have a consistently updated database, minimizing the risk of data slipping through the cracks while saving you time on manual data entry.
Easily streamline your new client onboarding process with this efficient workflow. When you add a new client in the Kayse app, a new row is seamlessly added to a selected Google Sheets spreadsheet. This helps ensure you have a consistently updated database, minimizing the risk of data slipping through the cracks while saving you time on manual data entry.
- When this happens...Client Created
Triggers when a new client is created in Kayse.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
- Free forever for core features
- 14 day trial for premium features & apps
Case Created
Triggers when a new case is created in Kayse.
Try ItClient Created
Triggers when a new client is created in Kayse.
Try ItClient Updated
Triggers when an existing client is updated in Kayse.
Try ItCase Number
External SourceRequired
External Source IDRequired
External Source Data
Case Name
Case TypeRequired
Case StatusRequired
Is OBO (On Behalf of Client)Required
Court Name
Jurisdiction
Description
Created Date
Court Date
End Date
Client ID
