Create contacts and info requests in LawPay for new Google Sheets rows
This template will run whenever a new row is added to your Google Sheet. It will automatically create a contact and send them an email to request their payment information via LawPay. Make sure to map the correct columns from your particular Google Sheet in the second step. You can customize the content of the email however you'd like.
This template will run whenever a new row is added to your Google Sheet. It will automatically create a contact and send them an email to request their payment information via LawPay. Make sure to map the correct columns from your particular Google Sheet in the second step. You can customize the content of the email however you'd like.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this...Create Contact
Creates a contact.
- then do this!Create Info Request
Creates an
InfoRequest
for a given Contact to save their own payment method for future charges. TheInfoRequest
will be sent to the Contact via email by LawPay, so the Contact must have at least one email address defined. After the Contact submits this information, the payment method is saved and available for future charges. For more information see: Creating an InfoRequest.
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