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Google Sheets and Moxo

Moxo's integration with Google Sheets streamlines data management by automating tasks such as creating rows or columns in spreadsheets. This integration enhances project management, data syncing, and organization. Follow this guide to set up and trigger Google Sheets automation within a flow workspace.

 

Adding Google Sheets Automation in Moxo

To a Flow Template or Instant Flow

  1. Open the Flow Builder and navigate to where the automation will be added.
  2. Drag and drop Automations from the left-hand panel under Control, or click the '+' button between actions in the Flow and select Automation.



To a Live Flow

  1. Open the relevant Flow Workspace.
  2. Click the '...' ellipses icon.



  3. Select + Add New Action from the dropdown menu.
  4. Scroll down and select Automations under Control.



  5. Identify where the automation should be added, then click + Add Here.

 

Configuring Google Sheets Automation

Step 1: App and Event Setup

  1. Select Google Sheets as the app.

     

  2. Choose the desired event, such as:
    • Create Spreadsheet Row
    • Create Spreadsheet Column
  3. This event will trigger when the automation is executed.
  4. Click Next to proceed.


Step 2: Account Setup

  1. Click Choose to select an existing Google account you have used in Moxo.



  2. If no account is linked, click + Connect a New Account and follow the prompts to connect a new account.
  3. Once the account is selected, click Next.


Step 3: Add Input Details

 

If you choose “Create Spreadsheet Row”:

  1. Choose the drive containing your Google Sheet and click Next.



  2. Select the spreadsheet where the automation will apply (e.g., creating a new column), and click Next.



  3. Choose the specific sheet within the spreadsheet for the automation, and click Next.



  4. If your sheet already contains columns and rows, the system will automatically detect and display the existing column headers. Enter the required values for the new row, then click Next.



  5. Review the details and click Add Automation to proceed.

If you choose “Create Spreadsheet Column”:

  1. Choose the Drive containing your Google Sheet and click Next.
  2. Select the spreadsheet where the automation will apply, and click Next.



  3. Choose the specific sheet within the spreadsheet for the automation, and click Next.
  4. Add a column name manually or use the enhanced DDR feature to autofill names based on previous actions. Click Next.
  5. Review the details and click Add Automation to proceed.

 

Managing the Google Sheets Automation

  1. Navigate to the Flow Template containing the automation.
  2. Hover over the automation you wish to modify.



  3. Click the 'Edit' icon to adjust the app, event, account, or input fields as needed.
  4. Click Save Changes to apply updates.
  5. Click the ‘Delete’ icon to remove the automation..

Automations can only be edited in saved Flow Templates or live Flow Workspaces if the automation is incomplete. Once completed, the automation cannot be reopened or modified.

 

Mapping Automations and Events in a Flow

Once a Flow is initiated, click on the “...” ellipsis icon next to the Flow Workspace name and select Automations & Events.

Here, you can view all upcoming and completed automations and events.

   

 

If an automation is set to run after a specific step, it will execute as soon as that step is completed, sending the corresponding event to the third-party platform.

To confirm this:

  1. Go to the Completed section within Automations & Events.
  2. Check for the status message. If successful, it will display "Automation Executed Successfully". If the automation fails, an error message will be shown.

     

 

Mapping the Trigger in Google Sheets

  1. Navigate to the Google Sheets website.
  2. Based on the input provided in the Flow, an event will be triggered in the specific sheet selected during setup. 

       


 

Best Practices

  • Pre-configure accounts and spreadsheets for a smooth setup.
  • Regularly review automations to ensure alignment with project needs.
  • Use DDR to dynamically populate data fields for more efficient automation.