Agentcis + Google Sheets

Clear Google Sheets rows for effortless management when new clients are added in Agentcis

Stay focused on nurturing your client relationships with this Agentcis to Google Sheets workflow. As soon as a new client is created in Agentcis, their details are immediately transferred into a new row in your Google Sheets. This seamless process eliminates the need for manual data entry, streamlining your client management effectively and efficiently. In one swift move, your client data is organized and always up-to-date.

Stay focused on nurturing your client relationships with this Agentcis to Google Sheets workflow. As soon as a new client is created in Agentcis, their details are immediately transferred into a new row in your Google Sheets. This seamless process eliminates the need for manual data entry, streamlining your client management effectively and efficiently. In one swift move, your client data is organized and always up-to-date.

  1. When this happens...
    AgentcisAgentcis
    New Client

    Triggers when a new client is added.

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

    Permanently deletes all data in a selected row. This action cannot be undone.

    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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