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Home > HappyFox Workflows > Managing Workflows > Integrating Workflows with Google Sheets
Integrating Workflows with Google Sheets
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Workflows offers seamless integration with Google Sheets, allowing users to leverage the power of spreadsheets within their automation processes. This article provides a step-by-step guide to integrate Google Sheets with Workflows and utilize its functionalities effectively.

 

 

  •    Open your Workflows account, and navigate to the left menu.
  •    On the left menu, locate and click on the "Apps" section.
  •    From the list of available apps, find and select "Google Sheets."
  •    You will be prompted to log in to your Google account. Enter your credentials to proceed.
  •    Authorize and grant the necessary permissions for Workflows to access your Google Sheets data.
  •    Upon successful authorization, your Google Sheets account is now connected to Workflows.
  •    To use Google Sheets in your workflows, navigate to the desired workflow.
  •    In the workflow editor, locate the "Action" dropdown menu.
  •    Select "Google Sheets" from the list of available actions.
  •    Then choose the specific action you wish to perform, such as looking up a row or creating a row.
  •    Configure the fields based on your requirements, to look up a row, select your account, Worksheet, column name, and the custom field that holds the value that is to be looked up in the sheet.
  •    Once you've configured the action parameters, 'Save and test' your Workflow.

   

P.S. The default language for the Google Sheets file should be set to English (File -> Settings -> Locale -> United States) for seamless integration and functionality.

 

By following these simple steps, you can easily integrate Google Sheets with Workflows and unlock a myriad of possibilities for automating tasks and streamlining your processes. 

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