Workflow Action - Google Sheets
Overview
The Google Sheets action in Stack allows you to seamlessly send data from your workflow directly into a Google Sheets spreadsheet. This premium feature is perfect for maintaining records, tracking data, and organizing information in a structured format. Note that each execution incurs additional charges.
Action Name
Google Sheets
Action Description
The Create Spreadsheet Row action is designed to add a new row of data into a specified Google Sheets spreadsheet. This is particularly useful for automatically logging information like ticket details, user data, or any other important records.
Action Details
| Field | Description | Mandatory |
|---|---|---|
| Action Name | The name of the action, set to "Create Spreadsheet Row". | Yes |
| Action | Defines the operation to be performed, such as creating a row. Set to "Create Spreadsheet Row". | Yes |
| Choose an Account | The Google account linked to your Stack platform that has access to the desired Google Sheet. | Yes |
| Drive | Specifies the Google Drive where the spreadsheet is located, typically "My Drive". | Yes |
| Spreadsheet | Select the specific Google Sheets document where the data will be sent. | Yes |
| Worksheet | The specific worksheet within the selected spreadsheet where the new row will be added. | Yes |
| Refresh Headers | A button that updates available columns based on current headers in the worksheet. | No |
| Starting Column | Specifies the starting column for data insertion, ensuring correct mapping to the Google Sheet's headers. | Yes |
| Ending Column | Specifies the ending column for data insertion, allowing you to define a range of columns. | Yes |
| Dynamic Fields | Fields that appear based on your spreadsheet's columns, allowing you to specify data insertion for each. | Yes |
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 with access to your Google Sheets.
- Select Drive: Typically, select "My Drive" unless 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.