Google Sheets + OrbisX

Create leads in OrbisX from new or updated Google Sheets rows

Effortlessly manage new leads in your OrbisX CRM by connecting it with Google Sheets using this workflow. Whenever there's a new or updated row in your Google Sheets spreadsheet, a lead will be created in OrbisX. Save time and streamline your lead management process with this seamless automation.

When this happens...
New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
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
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write

- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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
Deleted Event Hook
Triggers when an event is deleted.
Trigger
Instant
Try It
- Invoice IDRequired
Trigger
Scheduled
Try It
New Clients
Triggers when a new clients are created.
Trigger
Scheduled
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New Estimate
Triggers when a new estimate is created.
Trigger
Scheduled
Try It
New Events
Triggers when a new events are created.
Trigger
Scheduled
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New Expense
Triggers when a new expense is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Trigger
Instant
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New Leads Hook
Triggers when a new lead is created.
Trigger
Instant
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New Payment Hook
Triggers when a new payment is created.
Trigger
Instant
Try It
New Tag Added to Lead
Triggers when a tag or label is added to a lead
Trigger
Instant
Try It
New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Trigger
Instant
Try It
Updated Events Hook
Triggers when an event is updated.
Trigger
Instant
Try It
- Assigned Staff MemberRequired
- Event DateRequired
- Event TimeRequired
- TitleRequired
- Details
- Price
- Duration (minutes)
- Service ID
- Existing Client
- New Client Name
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
Action
Write
- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tag
Action
Write
- Lead ID
- Email
- Phone
- Notes
Action
Write
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
Action
Search
- Contact / Full NameRequired
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
- Source
Action
Search or 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
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite existing worksheets
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Text Bold
- Text Italic
- Text 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
- Headers
- Overwrite existing worksheets
Action
Search or write
Completed Event Hook
Triggers when an event is completed
Trigger
Instant
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Get POS Items
Triggers when a list of available POS items is required.
Trigger
Scheduled
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New Booking Request Received
Triggers when a new booking request is received
Trigger
Instant
Try It
New Clients Hook
Triggers when a new client is created.
Trigger
Instant
Try It
New Estimate Hook
Triggers when a new estimate is created.
Trigger
Instant
Try It
New Events Hook
Triggers when a new event is created.
Trigger
Instant
Try It
New Expense Hook
Triggers when a new expense is created.
Trigger
Instant
Try It
New Invoice Hook
Triggers when a new invoice is created
Trigger
Instant
Try It
New Leads
Triggers when a new leads are created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is created.
Trigger
Scheduled
Try It
New Tag Added to Client
Triggers when a tag or label is added to a client
Trigger
Instant
Try It
New Tag Removed From Client
Triggers when a tag or label is removed from a client
Trigger
Instant
Try It
Updated Invoice Hook
Triggers when an invoice is updated
Trigger
Instant
Try It
- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Write
- AmountRequired
- CategoryRequired
- Vendor/SupplierRequired
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
Action
Write
- Message TypeRequired
- Message ContentRequired
- Client's Phone or EmailRequired
Action
Write
- Full Name
- Phone
- Email
Action
Search
- Contact / Full NameRequired
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Search or write

About Google Sheets

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

Learn more

Related categories

Similar apps

About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Google Sheets + OrbisX

Create leads in OrbisX from new or updated Google Sheets rows

New Spreadsheet Row (Team Drive)

Drive

New Spreadsheet

Drive

New or Updated Spreadsheet Row

No Team Drive

Trigger Column

Create Spreadsheet Column

Drive

Index

Create Multiple Spreadsheet Rows

Drive

Create Spreadsheet

Spreadsheet to Copy

Headers

Clear Spreadsheet Row

Drive

Update Spreadsheet Row

Drive

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Find Worksheet

Drive

Lookup Spreadsheet Row

Drive

Supporting Lookup Column

Supporting Lookup Value

Search from last row

Find or Create Row

Drive

Supporting Lookup Column

Supporting Lookup Value

Search from last row

Deleted Event Hook

List Invoice Items

New Clients

New Estimate

New Events

New Expense

New Invoice

New Invoice Hook Event Completed

New Leads Hook

New Payment Hook

New Tag Added to Lead

New Tag Removed From Lead

Updated Events Hook

Create Event

Details

Price

Duration (minutes)

Service ID

Existing Client

New Client Name

Vehicle Year

Vehicle Make

Vehicle Model

Event Address

Create Lead

Initial Interest

Company

Phone

Email

Website

Address

City

State/Province

Zip/Postal Code

Country

Vehicle Year

Vehicle Make

Vehicle Model

Lead Value ($)

Notes

Source