Create financial batches in EveryAction for new or updated rows in Google Sheets
Keep your financial records up to date with this simple tool. Whenever there's an update or addition to your Google Sheets, it triggers the creation of a new financial batch in EveryAction. This workflow streamlines the way you manage and organize your financial data, saving you valuable time and effort.
Keep your financial records up to date with this simple tool. Whenever there's an update or addition to your Google Sheets, it triggers the creation of a new financial batch in EveryAction. This workflow streamlines the way you manage and organize your financial data, saving you valuable time and effort.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Financial Batch
Creates a new financial batch.
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 foundVANID
External ID Type
External ID
Activist CodesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
Contact External ID Type
Contact External ID
DesignationRequired
Date ReceivedRequired
AmountRequired
Source Code
Payment MethodRequired
StatusRequired
Financial Batch
Direct Marketing Code
Notes
Online Reference Number
External Contribution ID Type
External Contribution ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
Survey QuestionsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Id Copy
VANID
External ID Type
External ID
Contact Mode
Prefix
First Name
Middle Name
Last Name
Suffix
Date of Birth
Common Name
Official Name
Preferred Contact Method
Email
Email Type
Subscription Status
Ignore Invalid Email
Phone Number
International Dialing Prefix
Phone Type
Phone Extension
Is Preferred Phone
Phone Opt-In Status
Phone Number 2
International Dialing Prefix 2
Phone Type 2
Phone Extension 2
Is Preferred Phone 2
Phone Opt-In Status 2
Ignore Invalid Phones
Address Line 1
Address Line 2
Address Line 3
City
State or Province Code
Postal Code
Country Code
Address Type
Activist Codes
Email Interests
Note
Note Category
Contribution Copy
DesignationRequired
Date ReceivedRequired
AmountRequired
Source Code
Payment MethodRequired
StatusRequired
Financial Batch
Direct Marketing Code
Notes
Online Reference Number
External Contribution ID Type
External Contribution ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Online Actions FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search KeywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch KeywordRequired
Batch NumberRequired
Batch Name
DesignationRequired
Expected Contribution Count
Expected Contribution Total Amount
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 foundVANID
External ID Type
External ID
Activist Codes
Survey Questions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
NoteRequired
Note CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Id Copy
VANID
External ID Type
External ID
Contact Mode
Prefix
First Name
Middle Name
Last Name
Suffix
Date of Birth
Common Name
Official Name
Preferred Contact Method
Email
Email Type
Subscription Status
Ignore Invalid Email
Phone Number
International Dialing Prefix
Phone Type
Phone Extension
Is Preferred Phone
Phone Opt-In Status
Phone Number 2
International Dialing Prefix 2
Phone Type 2
Phone Extension 2
Is Preferred Phone 2
Phone Opt-In Status 2
Ignore Invalid Phones
Address Line 1
Address Line 2
Address Line 3
City
State or Province Code
Postal Code
Country Code
Address Type
Activist Codes
Email Interests
Note
Note Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Batch NumberRequired
Batch Name
DesignationRequired
Expected Contribution Count
Expected Contribution Total Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
EmailRequired
Email Type
Subscription Status
Email Interests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Min Match Req Copy
Person Id Copy
VANID
External ID Type
External ID
Contact Mode
Prefix
First Name
Middle Name
Last Name
Suffix
Date of Birth
Common Name
Official Name
Email
Phone Number
International Dialing Prefix
Address Line 1
Address Line 2
Address Line 3
City
State or Province Code
Postal Code
Country Code
Information to Return
ActionThis is an event a Zap performs.SearchFind existing data in your app
Related categories
Related categories
Related Zap Templates
- Submit updated Google Sheets rows to EveryAction for online actions handling
- Add notes to EveryAction contacts for new or updated rows in Google Sheets team drive
- Manage new or updated Google Sheets rows by creating or updating EveryAction contacts
- "create or update EveryAction contacts from new or updated rows in Google Sheets"
- Create or update EveryAction contacts from new Google Sheets rows
- Submit new Google Sheets rows to online actions in EveryAction
- Add activist codes in EveryAction for new or updated rows in Google Sheets
- Tag new EveryAction contacts when new rows are added to Google Sheets team drive
- Submit new or updated rows from Google Sheets to EveryAction for online actions
- Add EveryAction survey responses from new or updated Google Sheets rows on team drive
Related Zap Templates
- Submit updated Google Sheets rows to EveryAction for online actions handling
- "create or update EveryAction contacts from new or updated rows in Google Sheets"
- Add activist codes in EveryAction for new or updated rows in Google Sheets
- Add EveryAction survey responses from new or updated Google Sheets rows on team drive