Connect to Google Sheets no-code

Before you begin

• In your Next Matter portal, go to Automations library, and click Connect in the Google Sheets (Low Code) app tile.
• Check the required scopes to learn more about which data is shared between the apps.
  

Integrate with Sheets

1. Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If you have a workflow ready, click ... > Edit workflow.
2. Click + Add step and select Integrations > Google Sheets (Low Code).
3. Click the step and click Configure integration.

Add row

1. Select Add row in the Google Sheets action drop-down as is and select the spreadsheet you will be updating.
   Note that you need editor access to the spreadsheet to use it in the integration.

   

2. Enter or select the worksheet name. This is the worksheet to which you want to add rows.

3. In the JSON body field, enter the rows, names of columns, and values in the JSON format.

4. When everything is correct, click Save changes.

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The low-code Google Sheet integration steps produces the following data references, which you can use in the folowing workflow steps:

• Error message (provides the error message)
• Success (provides a boolean: True or False)
• Output summary (provides all details of the step in JSON format)

Update rows

1. Select Update rows in the Google Sheets action drop-down as is and select the spreadsheet you will be updating.
   Note that you need editor access to the spreadsheet to use it in the integration.
2. Enter or select the spreadsheet and worksheet. This is the worksheet to which you want to update rows.
3. In the Start with row field, enter the number of the row which should be the first one to update. We'll update values in this row, and, if specified in Body, the following rows.
4. Enter Body. It might look like the following
   JSON

   {
   "Row1": {"ColumnName1": "Value1", "ColumnName2": "Value2"},
   "Row2": {"ColumnName1": "Value3"}
   }
   

Note that Row1 or Row2 is only used for sequencing rows and are not the actual row numbers. For example, if you've entered 13 in the Start with row field then your Row1 changes will apply to row 13 in the worksheet and Row2 changes to row 14, etc.

5. Save your changes.

Create spreadsheet

1. Select Create spreadsheet in the Google Sheets action drop-down and provide the spreadsheet with a meaningful name.
   Note that the name doesn't have to be unique but, we still advise it so that the sheet can easily be recognized.
   Tip: to make the name unique, you can use the data reference in the Name field, or add it to the entered phrase. For example, the instance ID will always be a unique number.
2. Save your changes.

Delete spreadsheet

1. Select Delete spreadsheet in the Google Sheets action drop-down and provide the ID of the spreadsheet to delete. Note that the deletion is permanent.

Tip: you can use data references in the Spreadsheet ID field. This is less error-prone than typing.

2. Save your changes.

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If the spreadsheet ID you provided doesn't exist the step will fail.

Create worksheet

1. Select Create worksheet in the Google Sheets action drop-down and select the name of the spreadsheet to which you are adding a worksheet.
2. Provide a name for the worksheet.
3. Select data you might want to re-use as variables (see the Variables section).
4. Save your changes.

Delete worksheet

1. Select Delete worksheet in the Google Sheets action drop-down and select the name of the spreadsheet from which you are deleting a worksheet.
2. Provide a name for the worksheet. Make sure it's correct or else the step will fail.
3. Select data you might want to re-use as variables (see the Variables section).
4. Save your changes.

JSON formatting

For the integration to work, you need to provide the Body in JSON format. For example, it might look like the following:

{
"Row1": {"ColumnName1": "Value1", "ColumnName2": "Value2"},
"Row2": {"ColumnName1": "Value3"}
}

Consider the following:

• The names of the columns need to already exist in the sheet. If you try to add rows to an empty sheet, the step will complete but the sheet will remain empty.
• The value can be a direct value or a formula, for example: =SUM(A1:A3).
• If you leave the column name empty but will enter the value, the value will be skipped. In the example below, the Comment value will not be added to the sheet.

• Make sure to number the rows so that all the values are transferred.
  The numbers define the sequence of rows (so row 1 should proceed row 2, and so on). If you're adding the following JSON:

{
    "Row1": {
        "Number": "ONE",
        "Name": "Blue"
    },
    "Row2": {
        "Number": "TWO",
        "Name": "Yellow"
    }
}

to a sheet where some rows already exist, the values will be added beneath the already existing ones.

• If you use data references, make sure to wrap them in quotes, for example:

{
  "Row1": {"Name": "{Instance ID}"}
}

• You can use formulas - for formula details, see Google Sheet formulas (external page).

Variables

You can add variables to your step configuration. Variables are chunks of data that we take from the Response of the step and turn into reusable items.

We extract the data chunks you can reuse for you.
To add variables, select them from the Select data to reuse drop-down and click + Add.

Tip: You can still add custom variables. Simply add a pre-defined one, clear the fields, and enter the desired variable.

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User variables are not displayed in the output. However, they are visible in the data reference dropdown if you want to use them in further steps.