Google Sheets + SimplyConvert

Create cases in SimplyConvert from new Google Sheets rows

When a new row is added to a Google Sheets spreadsheet, the data can be used to create a matching case in SimplyConvert. This can be used in real time to add clients from new spreadsheet rows, or as a way to bulk import existing clients by using the "Transfer Existing Data" feature in Zapier.

When this happens...
New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
TriggerInstant
automatically do this!
Create Case
Create a new case
ActionWrite

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Supported triggers and actions

- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write

- Drive
- SpreadsheetRequired
- WorksheetRequired
- Frozen Rows Count
- Frozen Columns Count
- Sheet Position
- Hide Sheet
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Source RangeRequired
- Destination RangeRequired
- Paste Type
Action
Write

- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Validation TypeRequired
- Input Message
- Strict Validation
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row countRequired
- Output format
- First row
Action
Search
- Spreadsheet IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write
- Subscription NameRequired
- EventRequired
- HTTP Username
- HTTP Password
- Tags
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Secondary Email
- Phone
- Secondary Phone
- Street
- Street 2
- City
- State
- Zip Code
- Social Security Number
- Relation to Injured
- First Name of Injured
- Last Name of Injured
- Email of Injured
- Phone of Injured
- Birthday of Injured
- Date of Death
- State of Injury
- SSN of Injured
- Details
- Status ID
- Portal Status
- Litigation ID
- Evaluate Case
- Archived
- Information
- Conditions
- Products
- SOL Trigger Date
- Procedure Date
- Procedure Followup Date
- Procedure Date 2
- Tags
- Meta
- External Data
- Lead Source
- Company UUID
- Insert as Referral
- Referred from Company UUID
- Referred to Company UUID
Action
Write
- Search Value
- Search Field
- Search Range
- Litigation IDs
- Litigation Range
- Status IDs
- Status Range
Action
Search

- 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
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Condition TypeRequired
- Background Color
- Text Color
- Bold Text
- Italic Text
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Confirm DeletionRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Format TypeRequired
Action
Write
- SpreadsheetRequired
- WorksheetRequired
- New Sheet NameRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Sort by ColumnRequired
- Sort OrderRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- A1 RangeRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search or write
- Case UUIDRequired
- FileRequired
- FilenameRequired
- Document Type
- Document Status
- Page Range
Action
Write
- Case UUIDRequired
Action
Search
- Case UUIDRequired
Action
Search

About Google Sheets

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

Learn more

Related categories

Similar apps

About SimplyConvert

SimplyConvert is an automated intake case-qualification platform powered by an “all-knowing” AI chatbot.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new SimplyConvert leads to Google Sheets rows

Related Zap Templates

Add new SimplyConvert leads to Google Sheets rows

Google Sheets + SimplyConvert

Create cases in SimplyConvert from new Google Sheets rows

New Spreadsheet Row (Team Drive)

New Spreadsheet

New or Updated Spreadsheet Row

Create Spreadsheet Column

Create Multiple Spreadsheet Rows

Change Sheet Properties

Copy Range

Create Spreadsheet

Clear Spreadsheet Row(s)

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Set Data Validation

Update Spreadsheet Row

API Request (Beta)

Find Worksheet

Get Many Spreadsheet Rows (Advanced)

Get Spreadsheet by ID

Find or Create Worksheet

SimplyConvert Event

Create Case

Search Case

New Spreadsheet Row

New or Updated Spreadsheet Row (Team Drive)

New Worksheet

Create Spreadsheet Row

Create Spreadsheet Row at Top

Create Conditional Formatting Rule

Copy Worksheet

Create Worksheet

Delete Sheet

Format Cell Range

Rename Sheet

Sort Range

Update Spreadsheet Row(s)

Lookup Spreadsheet Rows (Advanced)

Get Data Range

Get Row by ID

Lookup Spreadsheet Row

Find or Create Row

Add Document

Download Documents

Search Conversation

About Google Sheets

Related categories

Similar apps

Zapier Tables

Zoho Creator

Smartsheet

About SimplyConvert

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates