Cling + Google Sheets
Create clients and documents in Cling when new spreadsheet rows are added in Google Sheets
Use this integration to automatically create a client and draft document in Cling whenever a new row is added in a specified Google Sheets spreadsheet. Manage your document workflows without having to leave your spreadsheet interface!
Use this integration to automatically create a client and draft document in Cling whenever a new row is added in a specified Google Sheets spreadsheet. Manage your document workflows without having to leave your spreadsheet interface!
- When this happens...
- automatically do this...Create Client
Creates a new client
- then do this!Create Document
Create a new document
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Denied
Triggers when a document changes status to denied.
Try ItDocument Sent
Triggers when a document changes status to sent.
Try ItNew Document
Triggers when a new document is created.
Try It
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note
