I’m making a Zap that copy’s a template in google sheets that I have containing all our onboarding steps required for an account that is closed won in salesforce (trigger)… I’m getting the template to copy but it is just getting named as ‘Copy of Template’ in my google sheet worksheet and I want that tab to be named after the salesforce account that just closed… any where I’m missing that I could automatically change this name in my zap?
How do I automatically rename a copied Google Sheets tab based on a Salesforce account in Zapier?
Userlevel 7
+14
- Certified Zapier Expert
- 24758 replies
-
7 March 2024
Hi
You may have to explore using the GSheets API to rename the copied worksheet.
Options:
- Custom Action (w/ AI)
- API Request
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.