GETTING STARTED : KONNECTIFY x GOOGLE SHEETS

Created by Janardhan Baskar, Modified on Wed, 24 Jul at 5:50 PM by Janardhan Baskar

Automating Workflows into Google Sheets with Konnectify

Automating workflows into Google Sheets with Konnectify is a straightforward process designed to help you streamline data management and reporting. Here’s a step-by-step guide on how to set up and automate your workflows:

Step 1: Create a New Workflow

  1. Log in to Konnectify: Start by logging into your Konnectify account.

  2. Navigate to Workflows: Go to the ‘Konnectors’ section.

  3. Create New Workflow: Click on 'Create New Workflow' or 'New Konnector' to begin setting up your automation.


Step 2: Choose a Trigger

  1. Select Trigger App: Choose the app where the data will originate. Google sheets, in this scenario. 

  2. Configure Trigger Event: Set up the specific event that will trigger the workflow. For instance, 

    1. Creating a New Spreadsheet, 

    2. Updating New Spreadsheets, and 

    3. Triggers when a new row is created etc. 


Step 3: Add Actions

  1. Select Google Sheets as the Action App: Once your trigger is set, choose Google Sheets as the action app where the data will be sent.

  2. Configure Action Event: Choose the action you want to perform in Google Sheets, such as 

    1. Create Spreadsheet Row

    2. Update Spreadsheet Row and more.

  3. Map Data Fields: Map the data from your trigger app to the corresponding fields in your Google Sheets. For instance, map the form fields from Google Forms to the columns in your Google Sheets.

For example, Let’s say you use a form to collect data from your users, every time a user enters their data, the data can get entered automatically into the sheet that you’ve linked the form to.


Step 4: Add Filters and Conditions (Optional)

  1. Set Filters: You can add filters to control when the action should run. For example, only add rows to Google Sheets if a form submission contains a specific keyword.

  2. Conditional Path: Use conditional path to branch your workflow based on certain criteria, ensuring that only relevant data is captured. 

This means, for each specific keyword, different actions can take place based on the conditions defined.


Step 5: Activate and Edit the Workflow

  1. Activate Workflow: Once the configuration is complete, activate your workflow to start the automation.

  2. Manage and Edit: If needed, you can edit your workflow to add more actions, adjust filters, or change mapping fields.

By following these steps, you can seamlessly automate data entry into Google Sheets, saving time and reducing the risk of manual errors. Konnectify makes it easy to integrate various apps with Google Sheets, ensuring that your data is always up-to-date and readily accessible for reporting and analysis.

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