Google Sheets + Platsage
Create spreadsheet rows in Google Sheets for new clients in Platsage
Stay organized and efficient with your new clients data using this workflow. When you have a new client in Platsage, this automation adds their information into a new row in a Google Sheets spreadsheet. This keeps your client information centralized and up-to-date, ensuring important details aren't lost and business operations run smoothly.
Stay organized and efficient with your new clients data using this workflow. When you have a new client in Platsage, this automation adds their information into a new row in a Google Sheets spreadsheet. This keeps your client information centralized and up-to-date, ensuring important details aren't lost and business operations run smoothly.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New Client
Triggers when a new client is created.
Try ItClient IdRequired
Phone numberRequired
Template NameRequired
Phone NumberRequired
Drive
SpreadsheetRequired
WorksheetRequired
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Client NameRequired
Platform numberRequired
Client NumberRequired
ChatRequired
CRM Status
Phone NumberRequired
Client NameRequired
Platform numberRequired
Client NumberRequired
No Team Drive
SpreadsheetRequired
WorksheetRequired
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