Finpace + Google Sheets

Create rows in Google Sheets for new clients in Finpace

When a new client is added in Finpace, this Zap automatically creates a corresponding row in Google Sheets. This seamless integration ensures your client data is instantly organized, removing the need for manual data entry and reducing errors. Stay organized and up-to-date with your client information, improving your workflow efficiency.

When a new client is added in Finpace, this Zap automatically creates a corresponding row in Google Sheets. This seamless integration ensures your client data is instantly organized, removing the need for manual data entry and reducing errors. Stay organized and up-to-date with your client information, improving your workflow efficiency.

  1. When this happens...
    FinpaceFinpace
    New Client

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
finpace logo
finpace logo

About Finpace

Finpace is an automation and e-signature platform for financial advisors, helping manage customer relationships, onboarding, and compliance.

Related categories

  • Signatures
google-sheets logo
google-sheets logo

About Google Sheets

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

Related categories

  • Google
  • Spreadsheets

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