Create rows in Google Sheets when new documents are accepted in Cling
Turn accepted documents in your Cling app into neat and organized data with this handy workflow. As soon as a document is approved in Cling, a new row in Google Sheets is created with the relevant information. This straight-forward automation helps streamline your data collection process, saving you time and reducing manual data entry.
Turn accepted documents in your Cling app into neat and organized data with this handy workflow. As soon as a document is approved in Cling, a new row in Google Sheets is created with the relevant information. This straight-forward automation helps streamline your data collection process, saving you time and reducing manual data entry.
- When this happens...Document Accepted
Triggers when a document changes status to accepted.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Denied
Triggers when a document changes status to denied.
Try ItDocument Sent
Triggers when a document changes status to sent.
Try ItNew Document
Triggers when a new document is created.
Try It
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note