Support > AntsRoute Plugin > Automate the creation of customers when adding new row in Google Sheets using Zapier

Automate the creation of customers when adding new row in Google Sheets using Zapier

Using Zapier, you can automate the creation of new clients in AntsRoute when adding new rows in a Google Sheets file. Just follow the steps below:

Note : The Zap template is available here.

Have not connected your AntsRoute account to Zapier yet? Read the article here.

Go to your Zapier account and click on the “Make a Zap” button.

Note : An example of Google spreadsheet is available here. 💡

Step 1: Setup the “trigger”

Search Google Sheets via the search bar.

In the “Trigger Event” drop-down list, select “New Spreadsheet Row“.

Click on the “Continue” button.

Click the “Sign in to Google Sheets” button to connect your Google Sheets account to Zapier.

From the “Choose an account” drop-down list, select the Google Sheets account you have just connected.

Click on the “Continue” button.

In the “Spreadsheet” drop-down list, select the desired Google Sheets file.

Note: Remember that your Google Sheets file must contain at least a “Last name” column and an “Address” column.

Here is an exemple of Google Sheets file with the required columns :

In the “Worksheet” drop-down list, select the desired worksheet.

Click on the “Continue” button.

Click on the “Test trigger” button.

Click on the “Continue” button.

Step 2: Setup the “action”

Search AntsRoute via the search bar.

In the “Action Event” drop-down list, select “Create a New Customer“.

Click on the “Continue” button.

Note: Have not connected your AntsRoute account to Zapier yet? Go to your AntsRoute account in order to retrieve the API key that you will be asked for on Zapier. To do this, just go to AntsRoute > click on the “API Key” tab > click on “Add” > Select the site > Click on “Create” > Click on “Copy” > Click on “Continue”. You can now go back to Zapier and click on “Sign in to AntsRoute” and enter the API key you just retrieved and click on “Yes, Continue“.

In the “Choose an account” drop-down list, select “AntsRoute”.

Click on the “Continue” button.

For “Last name”, select the “Last name” column (or the column with the customers’ name).

For “Address”, select the “Address” column (or the column with the customers’ address).

Fill in the other fields if necessary (external ID, phone, mobile phone, email, comments).

Click on the “Continue” button.

Click on the “Test & Continue” button.

Finally, click on the “Turn on Zap” button.

The creation of the Zap is now completed. From now, when you add a new line in your Google Sheets file, the client will also be added in AntsRoute. You can find the added clients directly in AntsRoute > Resources > Customers. You can quickly find a client via the search bar available in the “Customers” tab.