Premium Triggers and Actions - Google Sheets - Overview

Google Sheets - Overview

Workflows allow you to send, update, or delete rows in your Google Sheets documents. This provides you with a range of options for managing your data within your sheets, depending on your specific needs.

Whether you need to add new data to your sheet, update existing data, or remove outdated data, our system enables you to do so with ease. This allows you to automate and streamline your data management processes, reducing errors and increasing efficiency.

By leveraging the power of our workflow system, you can manage your data in Google Sheets with confidence, knowing that your data is accurate, up-to-date, and easily accessible.

Actions

The following actions are supported in Google Sheets.

Create Spreadsheet Row:

This Premium action lets you send data directly to a Google Sheets document without requiring third-party integrations. All you need to do is integrate your Google account with and select the desired sheet from your Google Drive. From there, you can easily send data to the sheet using our intuitive user interface.

• Choose a Google account:

All your integrated Google accounts in your subaccount will be displayed in the dropdown menu for you to choose from.

• Select a Drive:

Once you have selected a Google account from the dropdown menu in our subaccount system, all associated Google Drives will be displayed for you to choose from. This allows you to select the specific Google Drive account containing the target Google Sheets document you want to send data.

• Select a Spreadsheet:

Once you have selected a Google Drive from the dropdown menu, all Spreadsheets associated with the integrated Google Drive will be displayed for you to choose from.

This allows you to select the specific Google Spreadsheet document to which you want to send data.

• Select a Worksheet:

Once you have selected a Google Spreadsheet from the dropdown menu, all Worksheets inside that Spreadsheet will be displayed for you to choose from.

This allows you to select the specific Worksheet to which you want to send data.

• Selecting the Starting Column and End Column in the Worksheet

When sending data to a Google Sheets document using our workflow system, the sheet’s first row is automatically considered the header row, and each Column is labeled based on the header values in that row.

If you need to update the headers in the sheet, you can click the “Refresh Headers” button to fetch the latest header values from the sheet. This ensures that your data is correctly mapped to the correct columns in the sheet and that your workflow is up-to-date with the latest sheet configurations. 

• Insert values to create a new row in the Worksheet:

You can insert value and create a new row in your Google Sheets document.

Update Specific Spreadsheet Row:

The “Update Specific Spreadsheet Row” action enables us to modify the contents of a specific row by specifying its row number. This action updates the values in the corresponding columns of that row.

• Choose a worksheet:

Select a worksheet within your Spreadsheet that you wish to edit a row.

• Insert Row Number:

Specify the row number that you wish to modify in the Spreadsheet.

You may also provide the Row Number using the Custom Variable Picker to use dynamic values.

• Select the Starting Column and ending column:

To update the desired columns, select the starting and ending columns.

You can leave it blank if you do not wish to update a particular column.

• Delete Specific Spreadsheet Row:

The “Delete Specific Spreadsheet Row” action enables us to delete the contents of a specific row by specifying its row number. This action will clear the values in all of the columns of that row.

Note: When you use the “Delete Specific Spreadsheet” action, it clears the contents of the row, but it does not permanently remove the row itself.

• Choose a worksheet:

Select a worksheet within your Spreadsheet that you wish to delete a row of.

• Insert Row Number:

Specify the row number that you wish to delete in the Spreadsheet.

Note:

• You may also provide the Row Number using the Custom Variable Picker to use dynamic values.
• When you use the “Delete Spreadsheet Row” action, it clears the contents of the row, but it does not permanently remove the row itself.

You can review our help articles ‘Premium Triggers and Actions - Google Sheets - Lookup Spreadsheet Row’ and ‘Premium Triggers and Actions - Google Sheets - Lookup Multiple Rows’ to learn more about lookup in detail. 

Notes:

• To ensure that data flow to your Google Sheets document is not disrupted, you mustn’t change the sheet or worksheet name associated with the document. Any changes to the name could break the connection between our workflow system and the document, potentially resulting in errors or data loss.
• However, you can change the column names within the sheet as needed. If you do so, updating the column names in your workflow is important to ensure that data is properly mapped to the correct columns. Failure to do so could result in errors or data loss, as data may be mapped to the wrong columns or not mapped at all.
•  You can even use FORMULAS, and spreadsheet functions to insert rows.
• This can help you calculate SUM, AVG, or any metric that you wanna run down.

FAQ: Google Sheets Workflow Integration

Question: Can I update multiple rows in Google Sheets simultaneously? Answer: No, the workflow actions currently support updating one row at a time by specifying its row number. To update multiple rows, you must execute the action for each row individually.

Question: What happens if I rename the Google Sheet or Worksheet after creating the workflow?

Answer: Renaming the sheet or worksheet can disrupt the workflow connection, potentially causing errors or data loss. It is recommended to avoid renaming sheets or worksheets once they are connected to a workflow.

Question: Can I use formulas in my Google Sheets when integrating with workflows?

Answer: Yes, you can use formulas in your Google Sheets. Data inserted through the workflow can trigger calculations using spreadsheet functions like SUM, AVG, or others, ensuring seamless metric management.

Question: How do I use dynamic row numbers for updating or deleting rows?

Answer: You can use the Custom Variable Picker to dynamically specify the row number. This allows you to use variables from the workflow to determine which row to update or delete, enhancing automation flexibility.

Question: Do I need third-party tools to use Google Sheets workflows?

Answer:  No. The Create Spreadsheet Row action works directly with Google Sheets without requiring third-party integrations.

Question: What should I do if the workflow fails to send data to Google Sheets?

Answer: Check that the sheet and worksheet names have not been changed, ensure column headers match those in your workflow, and verify that your Google account integration is active.

Question: Does the “Update Row” action work if I don’t know the exact row number?

Answer: The “Update Specific” action requires a number. To find that number automatically, you should use the “Lookup Spreadsheet Row” action first. It can search for an email address, find which row it is on, and store that row number as a variable to be used in the Update action.

Question: Does the system recognize the first row as data or as a header?

Answer: The system automatically treats the very first row of your worksheet as the header row. The text in these cells will become the labels for the mapping fields in your workflow builder.