The Google Sheets integration with HappyFox Workflows lets you read and write data in linked spreadsheets — looking up rows by value or formula, creating rows, updating existing rows, and deleting rows — triggered by ticket events or conditions in your workflow builder.

Triggers

The Google Sheets integration does not provide triggers. Workflows that include Google Sheets actions are started by a trigger from another connected app — such as HappyFox Help Desk, a webhook, or a smart rule.

Actions

• Lookup Row from Google Sheet
• Lookup Row from Google Sheet (using Formula)
• Lookup a Row by Multiple Column Values
• Create a Row with Provided Values
• Update a Row with Provided Values
• Delete a Row

Prerequisites

Plan

• Supported on all HappyFox Workflows plans.
• A Google account with access to the spreadsheets you want to use is required.

Permissions

• The Google account you use to authorise must have at least editor access to the Google Sheets files used in your workflows.

Warning: The default language of each Google Sheets file used in this integration must be set to English (United States). If the locale is set to another language or region, column names and data formats may not be recognised correctly, causing actions to fail silently. To check or change this, open the spreadsheet in Google Sheets and go to File > Settings > Locale > United States.

Some Use cases

• Pricing lookup: When a ticket is created with a product name in a custom field, look up the corresponding price from a Google Sheet and include it in an automated reply to the customer.
• Ticket logging: Automatically create a row in a tracking spreadsheet each time a high-priority ticket is resolved, capturing the ticket ID, subject, assignee, and resolution time for reporting.
• Record updates: When a ticket is closed, update the corresponding row in a customer spreadsheet to reflect the resolved status — keeping external reports in sync without manual effort.
• Customer tier routing: Look up a contact's account tier using multiple column values (such as company name and region) to uniquely identify the record, then route the ticket to the correct support queue.
• Data hygiene: When a duplicate ticket is closed, delete the corresponding tracking row from a spreadsheet to prevent stale records from affecting downstream reports.

Setting up the integration

1. Log in to HappyFox Workflows.
    
2. Navigate to Apps from the left navigation panel.
    
3. Locate and select Google Sheets from the list of available apps.
    
4. Click Authorize Google Sheets. You are redirected to Google's sign-in screen.
    
5. Select the Google account that has access to the spreadsheets you want to use.
    
6. Review the requested permissions and click Allow. HappyFox Workflows requires these permissions to list and read your Google Sheets files.
    

The Google permissions consent screen showing the access request from HappyFox Workflows.

7. You are redirected back to HappyFox Workflows. The connected account appears on the Google Sheets app page, confirming the link is active.

The Google Sheets app page in HappyFox Workflows showing the connected account in the linked accounts list.

Note: To unlink a Google account, return to Apps > Google Sheets and click Unlink next to the account. Once unlinked, that account's spreadsheets are no longer accessible in workflow actions. You can connect a different account at any time by clicking Authorize Google Sheets again.