Google Sheets + RiskAdvisor

Create new RiskAdvisor vehicles from new Google Sheets rows

This workflow provides a seamless way to transfer your Google Sheets entries into the RiskAdvisor app as Vehicle records. Whenever a new row appears in your Google Sheets, a corresponding Vehicle record will be created in RiskAdvisor. This efficient process eliminates the need for manual data entry, accelerating your workflow and minimizing the risk of error. Using this automation, you stay organized effortlessly, focusing more on the analysis and strategy instead of data management.

This workflow provides a seamless way to transfer your Google Sheets entries into the RiskAdvisor app as Vehicle records. Whenever a new row appears in your Google Sheets, a corresponding Vehicle record will be created in RiskAdvisor. This efficient process eliminates the need for manual data entry, accelerating your workflow and minimizing the risk of error. Using this automation, you stay organized effortlessly, focusing more on the analysis and strategy instead of data management.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row

    Triggers when a new row is added to the bottom of a spreadsheet.

    TriggerInstant
  2. automatically do this!
    RiskAdvisorRiskAdvisor
    Create Vehicle

    Adds a vehicle to a Risk Profile.

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
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About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

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  • Google
  • Spreadsheets

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About RiskAdvisor

RiskAdvisor helps agents connect their clients with the right insurance

Related categories

  • CRM (Customer Relationship Management)