TABLE OF CONTENTS
Overview
The Google Sheets action allows you to send data from your workflow directly into a Google Sheets spreadsheet. This is a premium action, which means each execution incurs additional charges. This action is ideal for keeping records, tracking data, and organising information in a structured format within a Google Sheet.
Action Name
Google Sheets
Action Description
The Create Spreadsheet Row action is used to add a new row of data into a specified Google Sheets spreadsheet. This action can automatically log information such as ticket details, user information, or any other relevant data that needs to be recorded.
Action Details
How to Configure the Action
- Add the Action to Workflow: Drag and drop the Google Sheets action into your desired workflow.
- Select Action Type: Choose "Create Spreadsheet Row" from the Action dropdown.
- Choose Google Account: Select the linked Google account that has access to your Google Sheets.
- Select Drive: Typically, select "My Drive" unless you are using a shared drive.
- Select Spreadsheet and Worksheet: Choose the specific Google Sheets document and the corresponding worksheet tab where you want to add the data.
- Map Data Fields: Use the Starting Column and Ending Column to define the range. Map the workflow data to the corresponding columns in the Google Sheet by entering values or using custom values.
- Refresh Headers: Click this if you’ve made recent changes to the Google Sheet’s headers to ensure the data aligns correctly.
Example
- Trigger: New Support Ticket Created
- Condition: A new support ticket is generated from a contact.
- Action: Google Sheets - Create Spreadsheet Row
- Drive: My Drive
- Spreadsheet: "Support_Analysis_2023"
- Worksheet: "September"
- Starting Column: Ticket ID (A)
- Ending Column: Subject (B)
- Ticket ID: Insert the ticket ID using custom values.
- Subject: Insert the ticket subject using custom values.
By integrating the Google Sheets action within workflows, you can automate data entry tasks, ensuring critical information is logged accurately and consistently, reducing manual errors and saving time.