Create new Dext client accounts from new or updated Google Sheets rows in team drive
Keep your client account data current and goof-proof. With this workflow, every time there's a change or addition to a particular row in your Google Sheets on Team Drive, a new client account is generated in the Dext app. No more tedious data entry or missed updates. Ensure accuracy and save time with this seamless integration.
Keep your client account data current and goof-proof. With this workflow, every time there's a change or addition to a particular row in your Google Sheets on Team Drive, a new client account is generated in the Dext app. No more tedious data entry or missed updates. Ensure accuracy and save time with this seamless integration.
- When this happens...New or Updated Spreadsheet Row (Team Drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
- automatically do this!Create New Client Account
This Zap creates a new client account and sends an invitation to join Dext Prepare to the client.
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