Connecting Spreadsheet.com to Zapier allows you to connect your workbooks to over 4,000 third-party applications like Slack and Google Sheets.
In this article, we’ll walk through the steps of creating two new Zaps – one with Spreadsheet.com as the trigger, and one with Spreadsheet.com as the action.
Creating a New Zap with Spreadsheet.com as the Trigger
Let’s take a look at the process of creating a Zap end-to-end. In the example below, we’ll create a new Zap that will configure a Slack bot that sends a user a DM when a new row is created via a form in a stock portfolio workbook on Spreadsheet.com.
Step 1: Define Trigger
The first step in creating your Zap is defining the trigger action. Here, Spreadsheet.com is the trigger so we’ll configure that first. To get started, select Create Zap from the menu on the left hand side of your Zapier dashboard.
First, choose the app and event. When prompted, search for and select Spreadsheet.com from the list of apps. Then, select your trigger event from the dropdown; here, we’ll use “Row Created Using Form”.
Next, choose your account. Select your Spreadsheet.com account from the dropdown.
If your account does not appear in the dropdown, return to your Zapier homepage and make sure your connection to Spreadsheet.com is configured properly. Check out our article on Connecting Spreadsheet.com to Zapier for more information.
Once you’ve selected your account, set up your trigger. Select your Workbook and Worksheet from the first two dropdowns. Then, select the Form view that will trigger the Zap from the third dropdown.
Finally, allow Zapier to test your trigger. Click the Test trigger button, and Zapier will sample a random row from your worksheet. Confirm that the information Zapier returns matches the row it references. If it does, click Continue; if not, return to the configuration settings and adjust as necessary.
Step 2: Define Action
To finish creating your Zap, configure the action that will be taken in a third-party application once Zapier detects your trigger. Note that defining the action may involve a different set of steps for each application you connect with Spreadsheet.com.
First, choose the app and event. When prompted, search for and select Slack from the list of apps. Then, select your action event from the dropdown; here, we’ll use “Send Direct Message”.
Next, choose your account. Select your Slack account from the dropdown.
Once you’ve selected your account, set up your action. Notice how, in the example below, some fields like “Message Text” support both regular and dynamic text. Using dynamic text allows you to bring information from specific columns in your worksheet into your action. Here, we’re using dynamic text to include stock purchase information in our autogenerated Slack message.
Once you’ve configured your action to your liking, allow Zapier to test your action. Select Test & Review to test the action and review the result before saving your Zap, or Test & Continue to automatically save your Zap once it’s been tested.
Creating a New Zap with Spreadsheet.com as the Action
Let’s take a look at the process of creating another Zap end-to-end, this time with Google Sheets as the trigger and Spreadsheet.com as the action. In the example below, we’ll create a new Zap that adds a new row to a Spreadsheet.com workbook when a new row is created in a Google Sheets workbook.
Step 1: Define Trigger
The first step in creating your Zap is defining the trigger action. Here, Google Sheets is the trigger so we’ll configure that first. Note that defining the trigger may involve a different set of steps for each application you connect with Spreadsheet.com.
To get started, select Create Zap from the menu on the left hand side of your Zapier dashboard.
First, choose the app and event. When prompted, search for and select Google Sheets from the list of apps. Then, select your trigger event from the dropdown; here, we’ll use “New Spreadsheet Row (Team Drive)”.
Next, choose your account. Select your Google Sheets account from the dropdown.
If your account does not appear in the dropdown, return to your Zapier homepage and make sure your connection to Google Sheets or other third-party application is configured properly. Check out our article on Connecting Spreadsheet.com to Zapier for more information.
Once you’ve selected your account, set up your trigger. Select your Drive, Spreadsheet, and Worksheet from the three dropdown menus.
Finally, allow Zapier to test your trigger. Click the Test trigger button, and Zapier will sample a random row from your worksheet. Confirm that the information Zapier returns matches the row it references. If it does, click Continue; if not, return to the configuration settings and adjust as necessary.
Step 2: Define Action
To finish creating your Zap, configure the action that will be taken in Spreadsheet.com once Zapier detects your trigger.
First, choose the app and event. When prompted, search for and select Spreadsheet.com from the list of apps. Then, select your action event from the dropdown; here, we’ll use “Create Row”.
Next, choose your account. Select your Spreadsheet.com account from the dropdown.
Once you’ve selected your account, set up your action. In the example below, we are matching the Google Sheets columns to their associated Spreadsheet.com columns using the dropdown menus.
Note that not every field is filled. Zapier will connect the columns that are specified here and ignore the rest. In setting up your Zap, you can choose to have some or all of the Google Sheets data transferred to Spreadsheet.com.
Once you’ve configured your action to your liking, allow Zapier to test your action. Select Test & Review to test the action and review the result before saving your Zap, or Test & Continue to automatically save your Zap once it’s been tested.
Additional Resources
If you have questions about connecting your Spreadsheet.com account to Zapier or are looking for some featured Zapier integrations, check out our full suite of articles about Spreadsheet.com’s Zapier Integration.
If you’re looking for more information about setting up Zaps, Zapier offers many resources and guides, including this video about How to Create Your First Zap in Zapier and their Help Center.