Firm360 + Google Sheets
Create new Firm360 clients from new or updated rows in Google Sheets
Streamline your client management process with this seamless workflow. When there's a new or updated row in your Google Sheets, this will swiftly create a client in your Firm360 platform. This automation keeps your client details up to date, saving significant time and reducing the chance of errors. It's the perfect way to ensure consistency between your spreadsheet records and your Firm360 client list.
Streamline your client management process with this seamless workflow. When there's a new or updated row in your Google Sheets, this will swiftly create a client in your Firm360 platform. This automation keeps your client details up to date, saving significant time and reducing the chance of errors. It's the perfect way to ensure consistency between your spreadsheet records and your Firm360 client list.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
