Google Sheets + Proposify
Create new Proposify clients from new Google Sheets rows
Save time and stay organized by automating your client onboarding process with this Google Sheets to Proposify workflow. Whenever you add a new row to your Google Sheets spreadsheet, a new client will be created in Proposify, ensuring you never miss a beat in managing your client relationships. Streamline your work, and focus on what truly matters: serving your clients.
Save time and stay organized by automating your client onboarding process with this Google Sheets to Proposify workflow. Whenever you add a new row to your Google Sheets spreadsheet, a new client will be created in Proposify, ensuring you never miss a beat in managing your client relationships. Streamline your work, and focus on what truly matters: serving your clients.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Client
Creates a new client.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
