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Worksheet Triggers

  • 30 December 2021
  • 3 replies
  • 31 views

We working in the wedding industry. We have several ways of having client data sent to us - either via Typeform or direct connection with a Zap through Honeybook.

When a new Typeform entry comes through, it’s dropped into a Google sheet which triggers some other automations. We have four mirrored Typeforms for different groups of clients.

Because of these multiple Typeforms, each of the four forms has it’s own sheet in the same workbook since Typeform won’t send a response from a different form to a specific Google Sheet.

With the Honeybook integration, each client has their own Google Sheet for the same reason.

Because of the way this all works, I’m having a really difficult time aggregating all of the same answers in one place. At present there are 4 Typeform Google Sheets and 35 individual Google Sheets for each client.

Does anyone have a suggestion on how to make all of the sheets aggregate in one place so all of the data is together and I don’t have to manually copy and paste from sub-sheet to master sheet for each new Typeform or Honeybook entry?

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Best answer by jesse 26 March 2022, 01:26

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Userlevel 7
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Hey @NuptialRisk (and anyone else following along) both Sam and Troy’s suggestions should help you achieve what you’re after here. The difference will be the app/approach you’re most comfortable with. Airtable does make it much easier to filter/view data without creating 35 different sheets. But if you’re adamant on staying with Google Sheets, the IMPORTRANGE function will help to aggregate that data for you.


You could set up Zaps to trigger when there’s a New Entry for each of the different Typeform forms. And use a Google Sheets Create Spreadsheet Row action to add the data from the entries into the same Google Sheets spreadsheet.

Alternatively, Google Sheets has an IMPORTRANGE function which could potentially be used to automatically import data from other worksheets. You can find out more about it here: Google Sheets > IMPORTRANGE
 

My suggestion would be to use Airtable instead of GSheets: https://zapier.com/apps/airtable/integrations#triggers-and-actions

Yes, separate Zaps would need to be used to connect each of the Typeforms and HoneyBook to the Airtable Base.

A big benefit of using Airtable is that it’s a relational database app and have Views: https://support.airtable.com/hc/en-us/articles/202624989-Guide-to-views

Views have Filters (e.g. Client = A): https://support.airtable.com/hc/en-us/articles/360003695134-Guide-to-filtering-records-using-conditions

 

Userlevel 7
Badge +13

Hi @NuptialRisk 

My suggestion would be to use Airtable instead of GSheets: https://zapier.com/apps/airtable/integrations#triggers-and-actions

Yes, separate Zaps would need to be used to connect each of the Typeforms and HoneyBook to the Airtable Base.

A big benefit of using Airtable is that it’s a relational database app and have Views: https://support.airtable.com/hc/en-us/articles/202624989-Guide-to-views

Views have Filters (e.g. Client = A): https://support.airtable.com/hc/en-us/articles/360003695134-Guide-to-filtering-records-using-conditions

Userlevel 7
Badge +10

Welcome to the Community, @NuptialRisk! :)

You could set up Zaps to trigger when there’s a New Entry for each of the different Typeform forms. And use a Google Sheets Create Spreadsheet Row action to add the data from the entries into the same Google Sheets spreadsheet.

Alternatively, Google Sheets has an IMPORTRANGE function which could potentially be used to automatically import data from other worksheets. You can find out more about it here: Google Sheets > IMPORTRANGE

Hope that helps! 

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