Google Sheets + PortalCX
Generate portals in PortalCX from new rows in Google Sheets
Manage your PortalCX account without having to leave your Google Sheets spreadsheet. This Zap makes it possible, and simple! Once it's active, whenever a new row is added to a specified spreadsheet in Google Sheets, a new portal will be automatically created in PortalCX.
Manage your PortalCX account without having to leave your Google Sheets spreadsheet. This Zap makes it possible, and simple! Once it's active, whenever a new row is added to a specified spreadsheet in Google Sheets, a new portal will be automatically created in PortalCX.
- When this happens...New Spreadsheet Row (Team Drive)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
- automatically do this!Create Project From Template
Creates a project portal based on the project template setup in your PortalCX account.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About PortalCX
PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.