When a row is added in Google Sheets, create a client in MakeLeaps.

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■Overview

This is a flow to create a client in MakeLeaps when a row is added in Google Sheets.

By using Yoom, you can easily integrate apps without the need for programming.

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■Recommended for

1. Those who manage data using Google Sheets

・Those who manage client data using Google Sheets but find manual data entry time-consuming

・Those who want to eliminate the hassle of manually registering new clients in MakeLeaps every time they are added

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2. Companies using MakeLeaps for accounting and bookkeeping

・Those who use MakeLeaps regularly for issuing and managing invoices

・Those who want to automate data integration from Google Sheets to improve work efficiency

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■Benefits of using this template

By integrating Google Sheets with MakeLeaps, there is a significant benefit of automatically creating a client when a row is added.
This flow reduces data entry work and lowers the risk of manual input errors.

Additionally, information is updated quickly, allowing you to check the latest client information.
Not only does it improve work efficiency, but it also enables smooth customer management, contributing to business growth.

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■Notes

・Please integrate both Google Sheets and MakeLeaps with Yoom.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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Templates using

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MakeLeaps

Yoom allows you to integrate with MakeLeaps' API without code and automate operations in MakeLeaps. For example, you can automatically create documents such as invoices and quotes in MakeLeaps based on information from CRMs like Salesforce or HubSpot, or automatically register information from kintone or spreadsheets into MakeLeaps.

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