Use Zapier to connect REACH and Google Sheets. Build your Zaps, automate your workflows and ensure your data is synced between your apps.
Zaps, triggers and actions: Zaps are workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a Zap, and an action is an event a Zap performs.
Here are some example Zaps you can see how you can create automations between REACH and Google Sheets.
Note: This are meant to be examples. Triggers and Resulting Actions can change at any time.
To learn how to build your Zaps, please visit our Zapier Integration article.
REACH Triggers > Resulting Google Sheets Actions
As an example, when a New Supporter is created in REACH, you can create a Zap to automatically Create a Spreadsheet Row in Google Sheets.
REACH Triggers | Description | Resulting Google Sheets Action | Description |
New Supporter | Triggers when a new supporter is created. | Create Spreadsheet Row | Create a new row in a specific spreadsheet. |
Updated Supporter | Triggers when a supporter is updated. | Update Spreadsheet Row | Update a row in a specific spreadsheet. |
New Sponsorship | Triggers when a new sponsorship is created. | Create Spreadsheet Row | Create a new row in a specific spreadsheet. |
Updated Sponsorship | Triggers when a sponsorship is updated. | Update Spreadsheet Row | Update a row in a specific spreadsheet. |
New Sponsorship Supporter | Triggers when a new sponsorship supporter is created. | Create Spreadsheet Row | Create a new row in a specific spreadsheet. |
Updated Sponsorship Supporter | Triggers when a sponsorship supporter is updated. | Update Spreadsheet Row | Update a row in a specific spreadsheet. |
New Donation | Triggers when a new donation is created. | Create Spreadsheet Row | Create a new row in a specific spreadsheet. |
New Donation | Triggers when a new donation is created. | Create Spreadsheet Column | Create a new column in a specific spreadsheet. |
Updated Donation | Triggers when a donation is updated. | Update Spreadsheet Row | Update a row in a specific spreadsheet. |
Google Sheets Triggers > Resulting REACH Actions
As an example, when a New Spreadsheet Row is created in Google Sheets, you can create a Zap to automatically Create a Supporter in REACH. An example would be if you had a volunteer signing up supporters at at event using a Google Sheet your organization had created. The contact information that they enter into the Google Sheet will then be synced with REACH to create a new Supporter record.
Google Sheets Triggers | Description | Resulting Action in REACH | Instant? |
New Spreadsheet | Triggered when you create a new spreadsheet row. | Create Supporter, Create Sponsorship, or Create Donation | |
New Worksheet | Triggered when you create a new worksheet in a spreadsheet. | Create Supporter, Create Sponsorship, or Create Donation | |
New Spreadsheet Row (Team Drive) | Triggered when a new row is added to the bottom of a spreadsheet – works best with Team Drives. | Create Supporter, Create Sponsorship, or Create Donation | |
New or Updated Spreadsheet Row (Team Drive) | Triggered when a new row is added or modified in a spreadsheet – works best with Team Drives. | Create Supporter, Create Sponsorship, or Create Donation | |
New Spreadsheet Row | Triggered when you create a new spreadsheet row. | Create Supporter, Create Sponsorship, or Create Donation | Instant |
New or Updated Spreadsheet Row | Triggered when a new row is added or modified in a spreadsheet. | Create Supporter, Create Sponsorship, or Create Donation | Instant |
Please keep in mind that Zapier is a third-party service. If you have questions regarding setting up Zaps or Zapier support, please check Zapier’s Help Center.
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