ServGrow integration with Google Sheets
How to Create Google Sheets rows for new ServGrow customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Google Sheets rows for new ServGrow customers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ServGrow integrations
ServGrow actions
Nekton can use any feature that is available in ServGrow API.
Using our advanced AI, you can easily create custom automations for ServGrow.
Here are some typical actions you can do in your automated workflows.
Create Customer
Creates a Customer.
Job Finished
Triggers when a job is finished.
New Customer
Triggers when a new customer is created.
Job Scheduled
Triggers when a job is scheduled.
Visit Finished
Triggers when a visit is finished.
About ServGrow
Servgrow is an all-in-one solution for service pros that handles everything from CRM, to scheduling, estimates, job tracking, invoicing, payments, and so much more.