Once your Zapier account is set up, you can set up a workflow.
You will first connect the two apps you want in the workflow.
You will then choose your Trigger.
I am choosing the “New Customer” trigger which means “When a new customer is added in LawnPro“
Next you will choose the Action that will occur when the trigger happens.
In this case I selected “Create Spreadsheet Row(s)“
After you choose the trigger and action you will click the blue “Try It” button.
You will then see a “Here’s What’s Coming Up” page that will explain the next steps.
The next step is to login to your LawnPro account.
Then you will log in to the second app you chose. In this case, it’s Google. Either select a Google account listed or connect your account by clicking “Connect a New Account” Click the blue “Next” button when you are ready to move to the next step.
You will then select which fields you want Zapier to move from LawnPro to your Google Sheet.
Click the blue “Next” button when you are ready to move to the next step.
It will then create a test for you to send.