fieldd + Google Sheets
Create spreadsheets in Google Sheets for new bookings in fieldd
Streamline your booking management process with this easy-to-use workflow. When a new booking occurs in the fieldd app, this automation will create a corresponding entry in a Google Sheets spreadsheet. Keep your team organized and never miss a booking detail by having all crucial information in one accessible location.
Streamline your booking management process with this easy-to-use workflow. When a new booking occurs in the fieldd app, this automation will create a corresponding entry in a Google Sheets spreadsheet. Keep your team organized and never miss a booking detail by having all crucial information in one accessible location.
- When this happens...New Booking
Triggers when a new job is booked.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Quote
Triggers when a new quote is created.
Try It
New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Try ItNew Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Try It
