Create spreadsheet rows in Google Sheets for new insureds sent to zapier from Sembley
Easily manage and organize your insurance data from Sembley with this convenient workflow. Whenever a new insured item is added in Sembley, the details are instantly recorded in a new row on Google Sheets. Serving as a hassle-free solution, this automation streamlines the process of insurance data compilation, allowing you to focus more on core tasks.
Easily manage and organize your insurance data from Sembley with this convenient workflow. Whenever a new insured item is added in Sembley, the details are instantly recorded in a new row on Google Sheets. Serving as a hassle-free solution, this automation streamlines the process of insurance data compilation, allowing you to focus more on core tasks.
- When this happens...Send Insured to Zapier
Triggers when a user shares an insured from the insured index
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New Insured
Triggers when a new insured is created.
Try ItSend Insured to Zapier
Triggers when a user shares an insured from the insured index
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SpreadsheetRequired
WorksheetRequired
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Submitted for Review
Triggers when a submission or custom intake is submitted for review.
Try ItInsured NameRequired
Insured Email
Insured NAICS Code
Insured SIC Code
Insured Primary Phone Number
Insured Cell Phone Number
Insured Tax Identification Number
Insured Website
Insured Fax Number
Insured Contact Full Name
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Trigger column
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