Import Google Sheets contact to Wealthbox Persons
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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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.
Clears a specified range of values from a spreadsheet.
Cleares a specific cell.
Clears values from a specific row.
Completes a workflow step.
Copies a sheet to another spreadsheet.
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