Google Sheets + Sunwise
Create Google Sheets rows for new projects created in Sunwise
Streamline your project tracking process with this intuitive workflow. Whenever you kick off a new project in Sunwise, it instantly creates a dedicated row in a specified Google Sheets spreadsheet. This is a practical way to ensure project details are readily accessible for future reference or team collaboration, saving you time on routine data entry. This seamless connection between Sunwise and Google Sheets keeps your project data well-organized and easily accessible.
Streamline your project tracking process with this intuitive workflow. Whenever you kick off a new project in Sunwise, it instantly creates a dedicated row in a specified Google Sheets spreadsheet. This is a practical way to ensure project details are readily accessible for future reference or team collaboration, saving you time on routine data entry. This seamless connection between Sunwise and Google Sheets keeps your project data well-organized and easily accessible.
- When this happens...Created Project
Triggers when a proposal is created in a project.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New Contact
Triggers when a contact is create in a Sunwise account.
Try ItUpdated Contact
Triggers when a contact is update.
Try ItContact IDRequired
Project NameRequired
Zip Code
Service Number
Project IDRequired
Created Project
Triggers when a proposal is created in a project.
Try ItNameRequired
Last Name
Email
Telephone
Agent
Company
Contact status
Contact origin
Status
Integration source
Proposal IDRequired
Project IDRequired
