fieldd + Google Sheets
Create spreadsheets in Google Sheets for new customers in fieldd
Streamline your customer onboarding process with this quick, seamless workflow. When a new customer is added in the fieldd app, this automation instantly creates a corresponding spreadsheet in Google Sheets. This ensures all customer details are neatly documented for easy reference, improving your data management while saving time.
Streamline your customer onboarding process with this quick, seamless workflow. When a new customer is added in the fieldd app, this automation instantly creates a corresponding spreadsheet in Google Sheets. This ensures all customer details are neatly documented for easy reference, improving your data management while saving time.
- When this happens...New Customer
Triggers when a new customer is created.
- 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
