How to Automate JobNimbus 'Money Owed' Board Updates to an AR Spreadsheet with Zapier

Hi @ianrusselgabod 

Try these Zap steps:

1. Trigger: JobNimbus - Contact Created, Modified, or Deleted
2. Action: Filter
   1. Filter conditions if needed
3. Action: GSheets - Create Row

When in doubt, test it out.

I believe I've set it up correctly, and your filter automations worked perfectly—thank you for that! My next question is What is the best approach to ensure that when new entry or leads are added to my spreadsheet, they automatically push the existing entries down by one row? For example, if I want the new lead to be placed in the 3rd row, the current data in the 3rd row should shift down to the 4th row, and so forth.

@ianrusselgabod 

Use Airtable instead of GSheets.

Airtable has Views: https://support.airtable.com/docs/getting-started-with-airtable-views

Views are segments of data that can be:

• sorted
• filtered
• grouped
• show/hide fields
• reorder fields

but my boss prefers google sheet tho

@ianrusselgabod

Zap action: GSheet - Create Row

Adds new rows below the last populated row, assuming the GSheet is configured correctly to be used in automations with row 1 as a header row and a value in cell A1 with column A not hidden.

e.g. If there are 10 rows in the GSheet worksheet, and the Zap Runs to create a row, then there will be 11 rows in the GSheet worksheet.

You would have to explore using GAS (Google Apps Script) to resort a worksheet.

BUT beware that can impact the Zaps and can trigger other Zaps using a GSheets trigger step.