CustomerX + Google Sheets

Create contract additives in CustomerX from new or updated rows in Google Sheets

Efficiently manage your contracts with this workflow. Whenever new data or changes are detected in your Google Sheets, a contract additive will be promptly created in your CustomerX app. This setup helps keep your contracts up to date, saving time for other crucial tasks.

Efficiently manage your contracts with this workflow. Whenever new data or changes are detected in your Google Sheets, a contract additive will be promptly created in your CustomerX app. This setup helps keep your contracts up to date, saving time for other crucial tasks.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggered when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    CustomerXCustomerX
    Create Contract Additive

    Create Contract Additive

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
customerx-tracking logo
customerx-tracking logo

About CustomerX

CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
Help

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.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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