Import Google Sheets contact to Wealthbox Persons
Import Google Sheets contact to Wealthbox Persons
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About
Every time a new conatct is added to Google Sheet, a new contact is automatically created in Wealthbox. Wealthbox offers many parameters for contact, in this template we will work only with Personal contacts using First name, Last name, and Email in columns A, B, and C.
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Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.
Adds a member to the household.
Appends a new row to the bottom of the table.
Adds a new sheet.
Appends multiple rows to the bottom of the table.
Updates multiple rows.
Clears a specified range of values from a spreadsheet.
Clears a specific cell.
Clears values from a specific row.
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