Google Sheets + Taxaroo
Update client info in Taxaroo and create a new row in Google Sheets spreadsheet
When a client's information is updated in Taxaroo, this workflow instantly creates a new row in a specified Google Sheets spreadsheet. It's a great way to ensure all client details are seamlessly transferred and kept up-to-date in your Google Sheets. No manual data entry means less risk of errors. This efficient workflow solution simplifies client data management.
When a client's information is updated in Taxaroo, this workflow instantly creates a new row in a specified Google Sheets spreadsheet. It's a great way to ensure all client details are seamlessly transferred and kept up-to-date in your Google Sheets. No manual data entry means less risk of errors. This efficient workflow solution simplifies client data management.
- When this happens...Update Client Info
Triggers when client updates own information.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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