Google Sheets + WorkflowMax
Create spreadsheet rows in Google Sheets for new jobs created in WorkflowMax
Create a seamless interaction between WorkflowMax and Google Sheets with this workflow. Once a new job is created in WorkflowMax, a new row is instantly added to your chosen Google Sheets, keeping your data organized and accessible. This automation saves you time and makes the tedious task of manual data transfer a thing of the past.
Create a seamless interaction between WorkflowMax and Google Sheets with this workflow. Once a new job is created in WorkflowMax, a new row is instantly added to your chosen Google Sheets, keeping your data organized and accessible. This automation saves you time and makes the tedious task of manual data transfer a thing of the past.
- When this happens...
New Job CreatedTriggers when a new job is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Spreadsheet RowCreate a new row in a specific spreadsheet.
ActionWriteCreate a new record or update an existing record in your app.
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Job Category Created
Triggers when a job category is created in job settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Cost Created
Triggers when a new cost is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Job Status
Triggers when a new job status is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew PO Stock Receipt Created
Triggers when a new purchase order stock receipt is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Quote Issued
Triggers when a quote is issued.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task Created
Triggers when a new task is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew PO Bill Created
Triggers when a new purchase order bill is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob ReferenceRequired
Job Task ReferenceRequired
Staff ReferenceRequired
DateRequired
Minutes
Start Time
End Time
Note
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClient ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Status ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Condition TypeRequired
Background Color
Text Color
Bold Text
Italic Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Confirm DeletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Format TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SpreadsheetRequired
WorksheetRequired
New Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Sort by ColumnRequired
Sort OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
A1 RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Custom Field Created
Triggers when a new custom field is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Job Created
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Purchase Order Created
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Supplier Created
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Timesheet Created
Triggers when a new timesheet is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Quote Accepted
Triggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClient 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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job ReferenceRequired
Fields to IncludeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStaff ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob ReferenceRequired
Job Data to Include
ActionThis is an event a Zap performs.SearchFind existing data in your appDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Frozen Rows Count
Frozen Columns Count
Sheet Position
Hide Sheet
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Source RangeRequired
Destination RangeRequired
Paste Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Validation TypeRequired
Input Message
Strict Validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row countRequired
Output format
First row
ActionThis is an event a Zap performs.SearchFind existing data in your appSpreadsheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Google Sheets
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