Google Sheets + Limo Anywhere
Create new Google Sheets spreadsheets for every new account in Limo Anywhere
Streamline your new client intake process with this seamless workflow. When you add a new account in Limo Anywhere, a corresponding spreadsheet will be created in Google Sheets immediately. This ensures all your client information is organized and easily accessible in one place, saving you the time and effort of manual data entry.
Streamline your new client intake process with this seamless workflow. When you add a new account in Limo Anywhere, a corresponding spreadsheet will be created in Google Sheets immediately. This ensures all your client information is organized and easily accessible in one place, saving you the time and effort of manual data entry.
- When this happens...New Account
Triggers when a new customer account is created.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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New Account
Triggers when a new customer account is created.
Try ItNew Paid Bill
Triggers when a paid bill is created. Works for Affiliate and Agent bills.
Try ItNew Payment
Triggers when a new payment is recorded.
Try ItNew Reservation
Triggers when a new reservation is created.
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New Finalized Invoice
Triggers when an invoice is marked as 'FINALIZED'.
Try ItNew Driver Pay Log
Triggers when a new driver pay log is created.
Try ItNew Quote Request
Triggers when a new quote request is created.
Try ItNew Paid Reservation
Triggers when the payment status of a trip is set to 'PAID'. Works for reservations that are not on an invoice and are not set to be invoiced/direct billed.
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