Google Sheets + Homebot
Create new Homebot clients from new or updated rows in Google Sheets
Keep your client information up to date effortlessly with this swift automation. As soon as there's a new or updated row in your Google Sheets, it feeds that data into Homebot, creating a new client entry instantly. Instead of manually transferring information, let this workflow serve as your personal assistant, saving you time and ensuring accuracy in your data management.
Keep your client information up to date effortlessly with this swift automation. As soon as there's a new or updated row in your Google Sheets, it feeds that data into Homebot, creating a new client entry instantly. Instead of manually transferring information, let this workflow serve as your personal assistant, saving you time and ensuring accuracy in your data management.
- When this happens...
New or Updated Spreadsheet RowTriggers when a new row is added or modified in a spreadsheet.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ClientCreating a new client
ActionWriteCreate a new record or update an existing record in your app.
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Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNo Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Frozen Rows Count
Frozen Columns Count
Sheet Position
Hide Sheet
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Source RangeRequired
Destination RangeRequired
Paste Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Validation TypeRequired
Input Message
Strict Validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row countRequired
Output format
First row
ActionThis is an event a Zap performs.SearchFind existing data in your appSpreadsheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundClient IDRequired
Saved Search NameRequired
Minimum PriceRequired
Maximum PriceRequired
CityRequired
State AbbreviationRequired
Zip CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Address (street)Required
Address (zip)Required
Address (unit)
Appraised date
Appraised value
Bathrooms
Bedrooms
Expenses total
Finished sq ft
Flood Insurance
Hazard Insurance Company
Hazard insurance cost
HOA dues
Lot size
Occupancy status
Sold date
Sold Price
Title insurance
Total rooms
Year built
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Maximum Loan AmountRequired
Down Payment AmountRequired
Maximum Home PriceRequired
Loan Type
Loan Term
Expiration Date
Pre-appoval
Prospective Property Address
Prospective Property Zip Code
Compliance AcknowledgementRequired
Estimated Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Home ID
Include clientsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Home IDRequired
Appraised date
Appraised value
Bathrooms
Bedrooms
Expenses total
Finished sq ft
Flood insurance monthly
Hazard insurance company
Hazard insurance monthly
HOA dues
Lot size
Occupancy status
Sold date
Sold price
Title insurance company
Total rooms
Year built
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClient IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Buyers Access
Close Date
Date of birth
First NameRequired
Last NameRequired
Locale
Mobile
Borrower Type
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundClient IDRequired
Buyers Access
Close Date
Date of birth
EmailRequired
First NameRequired
Last NameRequired
Locale
Mobile
Borrower Type
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Condition TypeRequired
Background Color
Text Color
Bold Text
Italic Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Confirm DeletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Format TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SpreadsheetRequired
WorksheetRequired
New Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Sort by ColumnRequired
Sort OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
A1 RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBuyers Access
Close Date
Date of birth
EmailRequired
First NameRequired
Last NameRequired
Locale
Mobile
Borrower Type
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Home IDRequired
AmountRequired
DateRequired
Company loan IDRequired
Adjustable
APR
ARM first period change
ARM index
ARM life cap
ARM margin
ARM rate cap
ARM years initial
Escrow monthly
FHA mi monthly
Finance type
First payment due date
Lien position
LO NMLS
Loan program
Loan type
MI downpayment
MLC NMLS
PMI monthly
Rate
refi
Refi purpose
Term years
Total monthly payment
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Webhook URLRequired
Event sources whitelist
Username
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Buyers access
Buying close date
Date of birth
Email
First name
Last name
Preferred languge
Phone number
Borrower Type
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
Amount
Date
Adjustable
APR
ARM first period change
ARM index
ARM life cap
ARM margin
ARM rate cap
ARM years initial
Company loan ID
Escrow monthly
FHA MI monthly
Finance type
First payment due date
Lien position
LO NMLS
Loan program
Loan type
MI downpayment
MLC NMLS
PMI Monthly
Rate
Refi
Refi Purpose
Term Years
Total Monthly Payment
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StreetRequired
Unit
Zip codeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClient IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStreetRequired
Unit
Zip codeRequired
Client IDRequired
Address (street)Required
Address (zip)Required
Address (unit)
Appraised date
Appraised value
Bathrooms
Bedrooms
Expenses total
Finished sq ft
Flood Insurance
Hazard Insurance Company
Hazard insurance cost
HOA dues
Lot size
Occupancy status
Sold date
Sold Price
Title insurance
Total rooms
Year built
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundClient IDRequired
Address (street)Required
Address (zip)Required
Address (unit)
Appraised date
Appraised value
Bathrooms
Bedrooms
Expenses total
Finished sq ft
Flood Insurance
Hazard Insurance Company
Hazard insurance cost
HOA dues
Lot size
Occupancy status
Sold date
Sold Price
Title insurance
Total rooms
Year built
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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