fieldd + Google Sheets
Create and copy worksheets in Google Sheets for new customers in fieldd
Maintain an up-to-date record in Google Sheets every time you gain a new customer through the fieldd app with this seamless workflow. As each new customer is acquired via fieldd, their details are instantly copied to a distinct worksheet in Google Sheets, eliminating the need for manual updates. This efficient solution ensures precise record keeping, significantly benefitting businesses looking to closely monitor their growing clientele base.
Maintain an up-to-date record in Google Sheets every time you gain a new customer through the fieldd app with this seamless workflow. As each new customer is acquired via fieldd, their details are instantly copied to a distinct worksheet in Google Sheets, eliminating the need for manual updates. This efficient solution ensures precise record keeping, significantly benefitting businesses looking to closely monitor their growing clientele base.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Copy Worksheet
Creates a new worksheet by copying an existing worksheet.
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- 14 day trial for premium features & apps
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.
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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.
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