- How to automatically update a Google Sheets row every time a new record is created in Attio
- 1. Set the Attio trigger as “Record created”
- 2. Add the "Get row" and "Update row" step in Google Sheets
- 3. Activate your playbook
- Learn more about integrating with Google Sheets and Attio
- Related blog posts
- More how-to guides featuring Google Sheets and Attio
How to automatically update a Google Sheets row every time a new record is created in Attio
Set the Attio trigger as “Record created”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Attio trigger to initiate your playbook's actions every time a new record is created in Attio. Click "Add trigger" in your playbook and choose "Record created" from the dropdown menu under Attio.
If you still need to connect your Attio account to Relay.app yet, a prompt will guide you through the process.
Add the "Get row" and "Update row" step in Google Sheets
Integrate the Google Sheets automation into your playbook to ensure the prompt update of a Google Sheets row every time a new record is created in Attio.
Click the "Add step" button, then locate the "Get row" and "Update row" automation for Google Sheets and input the mandatory and relevant details.
If your Google Sheets account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Google Sheets account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically update a Google Sheets row every time a new record is created in Attio without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.