Overview
Turn new and updated Google Sheets data into the starting point for your automations. Use the spreadsheets your team already works with to begin the next step in HighLevel when new data arrives or existing data changes.
What’s new?
Four new Google Sheets triggers let you start a workflow when a spreadsheet or worksheet is created, a row is added, or an existing row is updated:
  • New spreadsheet:
    Start a workflow when a new Google Sheets file is created in the selected Drive.
  • New spreadsheet row:
    Start a workflow when a new row is appended after the last row of a selected sheet or tab.
  • Updated spreadsheet row:
    Start a workflow when a cell in an existing row is modified. This trigger does not fire for newly added rows.
  • New worksheet:
    Start a workflow when a new tab is added to a selected spreadsheet.
Four Google Sheets workflow triggers
Why this matters
Teams often capture inquiries, project details, and reporting data in Google Sheets. Moving that work forward can mean checking for new entries or changed values and starting the next process manually. These triggers connect new and updated data in your sheets to your workflows, so the next step can begin automatically.
How it works
Go to
Automation > Workflows
, open a workflow, and select
Add Trigger
. Search for the trigger name or open the
Google sheets
category.
  • Choose the event:
    Select New spreadsheet, New spreadsheet row, Updated spreadsheet row, or New worksheet based on what should start the workflow.
  • Select the source:
    Choose your connected Google account and Drive. For both row triggers and the worksheet trigger, select the spreadsheet. For New spreadsheet row and Updated spreadsheet row, also select the Sheet (Tab).
  • Use the trigger data:
    Select
    Find new records
    , choose a mapping reference, and use the available data in following workflow actions.
  • Test the automation:
    Save the trigger and workflow, then use
    Test > Test using events
    to check a matching Google Sheets event. Publish the workflow when it is ready.
Common use cases
  • Start a lead intake workflow when a team appends a new inquiry to a sheet.
  • Start the next step in a process when an existing row is updated, such as when a team edits a status or project detail.
  • Begin a monthly reporting process when a new month tab is added to a reporting spreadsheet.
  • Kick off an internal process when a new spreadsheet is created in a selected Drive.
Additional notes
  • Google Sheets is marked as
    Premium
    in the workflow builder; premium usage charges may apply.
  • New spreadsheet row
    tracks row positions. Append new records at the bottom: inserting rows in the middle can retrigger rows at the end, and deleting rows can cause subsequent new rows to be skipped.