Agentcis + Google Sheets

Create rows in Google Sheets for new Agentcis clients

Effortlessly manage your new clients in Agentcis by having their information added to a Google Sheets spreadsheet for seamless organization. With this workflow, whenever a new client is added in Agentcis, their details will be instantly captured in a new row on your designated Google Sheets spreadsheet. Save time and simplify the client onboarding process, while keeping your records updated and easily accessible.

Effortlessly manage your new clients in Agentcis by having their information added to a Google Sheets spreadsheet for seamless organization. With this workflow, whenever a new client is added in Agentcis, their details will be instantly captured in a new row on your designated Google Sheets spreadsheet. Save time and simplify the client onboarding process, while keeping your records updated and easily accessible.

  1. When this happens...
    AgentcisAgentcis
    New Client

    Triggers when a new client is added.

    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

  • Agentcis triggers, actions, and search

    New Client

    Triggers when a new client is added.

    Trigger
    Scheduled
    Try It
  • Agentcis triggers, actions, and search

    New Prospect

    Triggers when a new prospect is added.

    Trigger
    Scheduled
    Try It
    • IdRequired

    • Client Identifier

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Visa Expiry Date

    • Preferred Intake

    • Street

    • City

    • State

    • Zip Code

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
  • Agentcis triggers, actions, and search

    New Lead

    Triggers when a new lead is added.

    Trigger
    Scheduled
    Try It
    • Client Identifier

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Phone Number

    • Visa Expiry Date

    • Preferred Intake

    • Street

    • City

    • State

    • Zip Code

    • Assignee

    • Branch Id

    • Tags

    Action
    Write
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    Trigger
    Scheduled
    Try It
agentcis logo
agentcis logo

About Agentcis

Agentcis is a business management application for Education and Migration Agencies that goes beyond currently available CRM platforms.

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Related categories

  • Google
  • Spreadsheets

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