Cash Flow Portal + Google Sheets
Create new rows in Google Sheets for new contacts in Cash Flow Portal
Stay organized and efficient with this workflow. When you add a new contact in the Cash Flow Portal app, it instantly creates a corresponding row in your chosen Google Sheets spreadsheet. This helps keep your information up-to-date in real-time, eliminating tedious manual data transfers and ensuring you never miss recording an important detail. You can now focus more on nurturing your business connections rather than worrying about misplacing their information.
Stay organized and efficient with this workflow. When you add a new contact in the Cash Flow Portal app, it instantly creates a corresponding row in your chosen Google Sheets spreadsheet. This helps keep your information up-to-date in real-time, eliminating tedious manual data transfers and ensuring you never miss recording an important detail. You can now focus more on nurturing your business connections rather than worrying about misplacing their information.
- When this happens...Create Contact
Triggers when a new contact is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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