Google Sheets + SimplyConvert
Create cases in SimplyConvert from new Google Sheets rows
When a new row is added to a Google Sheets spreadsheet, the data can be used to create a matching case in SimplyConvert. This can be used in real time to add clients from new spreadsheet rows, or as a way to bulk import existing clients by using the "Transfer Existing Data" feature in Zapier.
When a new row is added to a Google Sheets spreadsheet, the data can be used to create a matching case in SimplyConvert. This can be used in real time to add clients from new spreadsheet rows, or as a way to bulk import existing clients by using the "Transfer Existing Data" feature in Zapier.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Case
Create a new case
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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?
