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Set up your first integration
Quickly connect Pensight to Google Sheets with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Pensight with Google Sheets - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client Started Their First Order" from Pensight.
Add your action
An action happens after the trigger—such as "Create Spreadsheet Column" in Google Sheets.
You’re connected!
Zapier seamlessly connects Pensight and Google Sheets, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
Try ItTriggerInstant - A User Submitted Form Result
Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.
Try ItTriggerInstant - No_team_drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerPolling
- Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
Try ItTriggerInstant - Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Drive
Try ItTriggerPolling- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant
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