Create clients in Proposify from new or updated Google Sheets rows
Effortlessly manage your clients using this seamless Google Sheets and Proposify integration. Whenever a new or updated row appears in your Google Sheets, this workflow will create a new client in Proposify. Save time and stay organized, while ensuring your client information is always up-to-date.
Effortlessly manage your clients using this seamless Google Sheets and Proposify integration. Whenever a new or updated row appears in your Google Sheets, this workflow will create a new client in Proposify. Save time and stay organized, while ensuring your client information is always up-to-date.
- When this happens...New or Updated Spreadsheet RowTriggers when a new row is added or modified in a spreadsheet. 
- automatically do this!Create ClientCreates a new client. 
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- Dont Change Sheet Structure 
- Drive 
- SpreadsheetRequired 
- WorksheetRequired 
 Try It
- Drive 
 Try It
- Dont Change Sheet Structure 
- No Team Drive 
- SpreadsheetRequired 
- WorksheetRequired 
- Trigger column 
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- Drive 
- SpreadsheetRequired 
- WorksheetRequired 
- Column NameRequired 
- Index 
 
- Dont Change Sheet Structure 
- No Team Drive 
- SpreadsheetRequired 
- WorksheetRequired 
 Try It
- Dont Change Sheet Structure 
- Drive 
- SpreadsheetRequired 
- WorksheetRequired 
- Trigger column 
 Try It
- Drive 
- SpreadsheetRequired 
 Try It
- Drive 
- SpreadsheetRequired 
- WorksheetRequired 
- Use Timezone set up on the spreadsheet to format date values? 
 











