Google Sheets + WorkflowMax

List job tasks in WorkflowMax and create corresponding spreadsheet rows in Google Sheets

With this workflow, as soon as you list job tasks in WorkflowMax, a new row will be instantly added to your selected Google Sheets spreadsheet. Not only does this streamline your task management, but it also saves you time by instantly populating your spreadsheets for easy tracking and analysis. Now you can easily maintain up-to-date records of all your project tasks.

When this happens...
List Job Tasks
Triggers when job tasks are retrieved.
TriggerPolling
automatically do this!
Create Spreadsheet Row
Create a new row in a specific spreadsheet.
ActionWrite

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Supported triggers and actions

Job Category Created
Triggers when a job category is created in job settings.
Trigger
Polling
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- Job Reference
Trigger
Polling
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- Job Reference
Trigger
Polling
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- Job ReferenceRequired
Trigger
Polling
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New Cost Created
Triggers when a new cost is created in organisation settings.
Trigger
Polling
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New Invoice Created
Triggers when a new invoice is created.
Trigger
Polling
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New Job Status
Triggers when a new job status is created in organisation settings.
Trigger
Polling
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New PO Stock Receipt Created
Triggers when a new purchase order stock receipt is created.
Trigger
Polling
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New Quote Issued
Triggers when a quote is issued.
Trigger
Polling
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New Task Created
Triggers when a new task is created in organisation settings.
Trigger
Polling
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New PO Bill Created
Triggers when a new purchase order bill is created.
Trigger
Polling
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- Quote StatusRequired
Trigger
Polling
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- Job ReferenceRequired
- Job Task ReferenceRequired
- Staff ReferenceRequired
- DateRequired
- Minutes
- Start Time
- End Time
- Note
- Billable
Action
Write
- Job ReferenceRequired
Action
Search
- Client ReferenceRequired
Action
Search
- Job Status ReferenceRequired
Action
Search
- Dont Change Sheet Structure
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Dont Change Sheet Structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Polling
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- Drive
- SpreadsheetRequired
Trigger
Polling
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- Drive
- SpreadsheetRequired
- WorksheetRequired
- Use Timezone set up on the spreadsheet to format date values?
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Condition TypeRequired
- Background Color
- Text Color
- Bold Text
- Italic Text
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Confirm DeletionRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Format TypeRequired
Action
Write
- SpreadsheetRequired
- WorksheetRequired
- New Sheet NameRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Sort by ColumnRequired
- Sort OrderRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- A1 RangeRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search or write

- Job Reference
Trigger
Polling
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- Job Reference
Trigger
Polling
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Job Updated
Triggers when a job is updated.
Trigger
Polling
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New Client Created
Triggers when a new client is created.
Trigger
Polling
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New Custom Field Created
Triggers when a new custom field is added.
Trigger
Polling
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New Job Created
Triggers when a new job is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Purchase Order Created
Triggers when a new purchase order is created.
Trigger
Polling
Try It
New Supplier Created
Triggers when a new supplier is created.
Trigger
Polling
Try It
New Timesheet Created
Triggers when a new timesheet is created.
Trigger
Polling
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New Quote Accepted
Triggers when a quote is accepted.
Trigger
Polling
Try It
- Client ReferenceRequired
- Contact Reference
- NameRequired
- Estimated ValueRequired
- Lead Template Reference
- Lead DateRequired
- Details
- Lead Category Reference
- Lead Owner Reference
- Estimated Job Start Date
- Estimated Duration (weeks)
Action
Write
- Job ReferenceRequired
- Fields to IncludeRequired
Action
Search
- Staff ReferenceRequired
Action
Search
- Job ReferenceRequired
- Job Data to Include
Action
Search
- Dont Change Sheet Structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- Dont Change Sheet Structure
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Frozen Rows Count
- Frozen Columns Count
- Sheet Position
- Hide Sheet
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Source RangeRequired
- Destination RangeRequired
- Paste Type
Action
Write
- Drive
- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Validation TypeRequired
- Input Message
- Strict Validation
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row countRequired
- Output format
- First row
Action
Search
- Spreadsheet IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Learn more

Related categories

Similar apps

About WorkflowMax

WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline their operations and increase productivity.

Related categories

Project Management

Related Zap Templates

Create spreadsheet rows in Google Sheets for new jobs created in WorkflowMax

Related Zap Templates

Create spreadsheet rows in Google Sheets for new jobs created in WorkflowMax

Google Sheets + WorkflowMax

List job tasks in WorkflowMax and create corresponding spreadsheet rows in Google Sheets

Job Category Created

Job Document Added

Job Task Completed

List Job Tasks

New Cost Created

New Invoice Created

New Job Status

New PO Stock Receipt Created

New Quote Issued

New Task Created

New PO Bill Created

New or Updated Quote

Create Timesheet

Find Job Task

Find Client

Find Job Status

New Spreadsheet Row

New or Updated Spreadsheet Row (Team Drive)

New Worksheet

Create Spreadsheet Row

Create Spreadsheet Row at Top

Create Conditional Formatting Rule

Copy Worksheet

Create Worksheet

Delete Sheet

Format Cell Range

Rename Sheet

Sort Range

Update Spreadsheet Row(s)

Lookup Spreadsheet Rows (Advanced)

Get Data Range

Get Row by ID

Lookup Spreadsheet Row

Find or Create Row

Job Cost Added

Job Task Added

Job Updated

New Client Created

New Custom Field Created

New Job Created

New Lead

New Purchase Order Created

New Supplier Created

New Timesheet Created

New Quote Accepted

Create Lead

Find Job Cost

Find Staff

Find Job

New Spreadsheet Row (Team Drive)

New Spreadsheet

New or Updated Spreadsheet Row

Create Spreadsheet Column

Create Multiple Spreadsheet Rows

Change Sheet Properties

Copy Range

Create Spreadsheet

Clear Spreadsheet Row(s)

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Set Data Validation

Update Spreadsheet Row

API Request (Beta)

Find Worksheet

Get Many Spreadsheet Rows (Advanced)

Get Spreadsheet by ID

Find or Create Worksheet

About Google Sheets

Related categories

Similar apps

Zoho Creator

Smartsheet

Quip

About WorkflowMax

Related categories

Related Zap Templates

Related Zap Templates