fieldd + Google Sheets

Create spreadsheets in Google Sheets for new customers in fieldd

Streamline your customer onboarding process with this quick, seamless workflow. When a new customer is added in the fieldd app, this automation instantly creates a corresponding spreadsheet in Google Sheets. This ensures all customer details are neatly documented for easy reference, improving your data management while saving time.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
ActionWrite

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Supported triggers and actions

Mark Invoice Paid
Triggers when an invoice is marked paid.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Sales Receipt
Triggers when a new cash or card sales receipt is created.
Trigger
Instant
Try It
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Polling
Try It

- Drive
- SpreadsheetRequired
Trigger
Polling
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Use Timezone set up on the spreadsheet to format date values?
Action
Write

- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row countRequired
- First row
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write

New Booking
Triggers when a new job is booked.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
Action
Search or write

About fieldd

Fieldd enables companies to take control of their operations with our leading field service management software.

Learn more

Related categories

Scheduling & Booking

About Google Sheets

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

fieldd + Google Sheets

Create spreadsheets in Google Sheets for new customers in fieldd

Mark Invoice Paid

New Customer

New Sales Receipt

New Spreadsheet Row

New or Updated Spreadsheet Row (Team Drive)

New Worksheet

Create Spreadsheet Row

Create Spreadsheet Row at Top

Create Spreadsheet

Clear Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row(s)

Lookup Spreadsheet Rows (Advanced)

Get Many Spreadsheet Rows (Advanced)

Find or Create Worksheet

New Booking

New Invoice

New Spreadsheet Row (Team Drive)

New Spreadsheet

New or Updated Spreadsheet Row

Create Spreadsheet Column

Create Multiple Spreadsheet Rows

Copy Worksheet

Create Worksheet

Delete Spreadsheet Row(s)

Update Spreadsheet Row

API Request (Beta)

Find Worksheet

Lookup Spreadsheet Row

Find or Create Row

About fieldd

Related categories

About Google Sheets

Related categories

Similar apps

Zapier Tables

Zoho Creator

Smartsheet

Related Zap Templates

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