Create a Google spreadsheet when a process item is approved

Short answer: Create an integration with a Kissflow Process trigger and the Google Sheets Create a spreadsheet action. Each time an item completes its workflow, a new spreadsheet is created for it.

When to use this

Use this when each approved item needs its own sheet. For example, a sales team tracks every approved client proposal in a separate spreadsheet, without anyone making one by hand.

Set it up

1. Click Create in the left navigation panel and select Integration.
2. Enter a name and description, and click Create.
3. Add the Kissflow Process trigger When an item completes its workflow, select your process, and click Test trigger. See the Kissflow Process connector.
4. Click the Add button, search for Google Sheets, and select Create a spreadsheet.
5. Click +Add an account and sign in with Google.
6. Map the spreadsheet title from the trigger fields, for example the proposal name. You can also add headers.
7. Click Test to check the action.
8. Turn on the toggle to activate the integration.

See the Google Sheets connector for all actions.