This automation scenario allows you to connect Service Provider Pro and Google Sheets
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Service Provider Pro and Google Sheets can also be integrated using automation tools other than zapier:
When this trigger fires in Service Provider Pro
Triggers when a client submits project data.
Then this action happens in Google Sheets
Create one or more new rows in a specific spreadsheet (with line item support).
This guide contains information on how to set up an automatic workflow that allows to Add new order data from Service Provider PRO to Google Sheets.
Part I
First, we need to connect Service Provider Pro and Google Sheets to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Service Provider Pro to Zapier.
Give Zapier access to your Service Provider Pro account, using Service Provider Pro credentials.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Service Provider Pro
Choose the following trigger: Order Data Submitted (Triggers when a client submits project data.).
Then set up an Action for Google Sheets
Choose this action: Create Multiple Spreadsheet Rows (Create one or more new rows in a specific spreadsheet (with line item support).).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Service Provider Pro and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new order data from Service Provider PRO to Google Sheets!
Triggered when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Sends a message to the client or team.
Adds a tag to an order.
Updates order status.
Creates an order message.
Deletes an order message.
Performs an arbitrary authorized API call.
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.