Google Sheets + Stan
Create spreadsheets in Google Sheets for new customers in Stan
Streamline your customer management process with this workflow. When you add a new customer in the Stan app, this setup will create a new entry in a Google Sheets spreadsheet. This simplifies record keeping, saving you time and improving accuracy in managing your customer database. Stay organized and up-to-date with all your customer information easily.
Streamline your customer management process with this workflow. When you add a new customer in the Stan app, this setup will create a new entry in a Google Sheets spreadsheet. This simplifies record keeping, saving you time and improving accuracy in managing your customer database. Stay organized and up-to-date with all your customer information easily.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- 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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Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try It
Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItPre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try It
