AgencyPro + Google Sheets

Create new AgencyPro clients from new rows in Google Sheets

Every time a new row is added in Google Sheets, this workflow instantly creates a new client in your AgencyPro app. It simplifies the process of manually transferring data, ensuring you never miss out on adding valuable client information into AgencyPro. Improve your efficiency and streamline your client onboarding with this easy-to-use automation.

When this happens...
New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
TriggerInstant
automatically do this!
Create Client
Creates a client in the system.
ActionWrite

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Supported triggers and actions

- Dont Change Sheet Structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- Dont Change Sheet Structure
- 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

- Drive
- 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
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
Client Updated
Triggers when a client is updated.
Trigger
Instant
Try It
Comment Deleted
Triggers when a comment is deleted.
Trigger
Instant
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Invoice Deleted
Triggers when an invoice is deleted.
Trigger
Instant
Try It
Request Created
Triggers when a new request is created.
Trigger
Instant
Try It
Organization Created
Triggers when a new organisation is created.
Trigger
Instant
Try It
Organization Updated
Triggers when an organisation is updated.
Trigger
Instant
Try It
Request Deleted
Triggers when a request is deleted.
Trigger
Instant
Try It
Review Created
Triggers when a new review is added against a request.
Trigger
Instant
Try It
Service Subscription Created
Triggers when a new service subscription is created.
Trigger
Instant
Try It
Ticket Deleted
Triggers when a ticket is deleted.
Trigger
Instant
Try It
- RequestRequired
- TagsRequired
Action
Write
- Request
- User
- BodyRequired
- Is InternalRequired
Action
Write
- ClientRequired
- TitleRequired
- DescriptionRequired
- PriorityRequired
- Ticket TypeRequired
- AssigneesRequired
Action
Write
- Client
- NameRequired
- EmailRequired
- OrganizationRequired
Action
Write
- RequestRequired
- StatusRequired
Action
Write
- Search
- Request Number
- Request Id
Action
Search

- Dont Change Sheet Structure
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Dont Change Sheet Structure
- 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
Client Deleted
Triggers when a client is deleted.
Trigger
Instant
Try It
Comment Created
Triggers when a new comment is created against a request.
Trigger
Instant
Try It
Invoice Created
Triggers when a new invoice is created.
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
Try It
Order Form Submitted
Triggers when a order form is submitted.
Trigger
Instant
Try It
Organization Deleted
Triggers when an organization is deleted.
Trigger
Instant
Try It
Payment Created
Triggers when a payment record is created.
Trigger
Instant
Try It
Request Updated
Triggers when a request is updated.
Trigger
Instant
Try It
Service Subscription Cancelled
Triggers when a service subscription is cancelled.
Trigger
Instant
Try It
Ticket Created
Triggers when a new ticket is created.
Trigger
Instant
Try It
Ticket Updated
Triggers when a ticket is updated.
Trigger
Instant
Try It
- NameRequired
- EmailRequired
- OrganizationRequired
Action
Write
- Client
- Billing Type
- Service
- Priority
- Assignees
Action
Write
- RecipientRequired
- ContentRequired
Action
Write
- RequestRequired
- AssigneesRequired
Action
Write
- Email
- Search
Action
Search
- EmailRequired
- Search
- NameRequired
- OrganizationRequired
Action
Search or write

About AgencyPro

AgencyPro is a client portal and project management platform for agencies to manage client requests, invoices, tickets, and communications.

Related categories

Productivity

About Google Sheets

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

Learn more

AgencyPro + Google Sheets

Create new AgencyPro clients from new rows in Google Sheets

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

Client Created

Client Updated

Comment Deleted

Invoice Deleted

Request Created

Organization Created

Organization Updated

Request Deleted

Review Created

Service Subscription Created

Ticket Deleted

Add Tag

Create Comment

Create Ticket

Update Client

Update Request Status

Find Request

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

Client Deleted

Comment Created

Invoice Created

Invoice Updated

Order Form Submitted

Organization Deleted

Payment Created

Request Updated

Service Subscription Cancelled

Ticket Created

Ticket Updated

Create Client

Create Request

Send Message

Update Request Assignee

Find Client

Find or Create

About AgencyPro

Related categories

About Google Sheets

Related categories

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