Firm360 + Google Sheets
Update Google Sheets rows when Firm360 projects are modified
Effortlessly keep your project data organized and up-to-date with this integration. When a project is updated in Firm360, it will instantly create a new row in your Google Sheets spreadsheet, maintaining accurate records without manual intervention. Manage your project information efficiently and monitor progress seamlessly with this workflow.
Effortlessly keep your project data organized and up-to-date with this integration. When a project is updated in Firm360, it will instantly create a new row in your Google Sheets spreadsheet, maintaining accurate records without manual intervention. Manage your project information efficiently and monitor progress seamlessly with this workflow.
- When this happens...Project Updated
Triggers when project is created or status is changed.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Client Added or Updated
Triggers when client is added or updated.
Try ItNameRequired
Number
Entity TypeRequired
Partner In ChargeRequired
Manager
Bookkeeper
TermsRequired
StatusRequired
Tax IDRequired
Tags
State Tax ID
Notes
Registration Date
Industry
Phone
Address 1
Address 2
City
State
Zip
Country
Invoice Delivery Method
CapitalizationPolicy
Accounting Basis
Communication Preference
Delivery Method
Location
Parent Billing Client
Fiscal Year End
Referred By
Custom Fields
NameRequired
ClientRequired
Project TemplateRequired
Assigned To
StatusRequired
Number
Name
Project Updated
Triggers when project is created or status is changed.
Try ItClientRequired
Salutation
First NameRequired
Middle Name
Last NameRequired
Nickname
Title
Notes
Date of Birth
EmailRequired
Tax IDRequired
Home Phone
Work Phone
Mobile Phone
Address 1
Address 2
City
State
Zip
Country
State Drivers License Numeber
State Drivers License Expiration
Contact TypeRequired
Primary Contact FlagRequired
Spouse Contact FlagRequired
NameRequired
ClientRequired
Project TemplateRequired
Assigned To
Recurring TypeRequired
Next DateRequired
EmailRequired
ClientRequired
