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Client Onboard Automation

“Anytime a new spreadsheet row is created in Google Sheets, copy board in Trello, format my data in Formatter by Zapier, etc.”

Jacob Fabiancreated by Jacob Fabian

This Zap uses a private app.

This means the developers of this app haven’t completed our full quality assurance steps. Zapier has limited details on this app and as a result can’t offer support for it. If you have questions about this app, please contact the person who gave you access to this Zap.
How Zapier works (57 sec)
How Zapier works (57 sec)
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Trusted at companies large and small

This Zap works in 10 steps …

  • Step 1 - Trigger

    Anytime a new spreadsheet row is created in Your App

  • Step 2 - Action

    Copy board in Your App

  • Step 3 - Action

    Format my data in Formatter by Zapier

  • Step 4 - Action

    Format my data in Formatter by Zapier

  • Step 5 - Action

    Create customer in Wave

  • Step 6 - Action

    Find customer in Wave

  • Step 7 - Action

    Format my data in Formatter by Zapier

  • Step 8 - Action

    Find customer in Wave

  • Step 9 - Action

    Create invoice in Wave

  • Step 10 - Action

    Create spreadsheet in Your App

    • 5 minutes to set up
    • Get back 1.2 hrs /week
    • 5660 people use this app pairing

    This Zap uses the following 4 apps

    • Google Sheets (Legacy) logo
    • Trello (Legacy) logo

    More ways to use these popular apps!

    Check out all the other ways you can connect Google Sheets (Legacy) and Trello (Legacy).
    Learn More