Google Sheets Action

This guide shows you how to add the Add or Update Row action from Google Sheets to a Zaplane workflow, so a row in your spreadsheet is added or updated automatically whenever your trigger fires.

Part 1: Get Your Google OAuth Client ID and Secret

Step 1: Create a Google Cloud Project

In the Google Cloud Console, click Select a project > New Project, enter a Project name (e.g., “zaplane”), and click Create.

Step 2: Start Creating an OAuth Client ID

Go to APIs & Services > Credentials, click + Create credentials, and choose OAuth client ID.

Click Configure consent screen, then Get started, and fill in the wizard: App Information (app name and support email), Audience (choose External), and Contact Information. Check I agree to the Google API Services: User Data Policy and click Continue to finish.

Step 4: Publish the App to Production

On the Audience page, click Publish app, then confirm by clicking Confirm on the “Push to production?” dialog.

Step 5: Create the OAuth Client ID

Back on Clients > Create OAuth client ID, set Application type to Web application, enter a Name, and add your site’s URL under Authorized redirect URIs. Click Create.

Step 6: Copy Your Client ID and Client Secret

In the OAuth client created dialog, copy the Client ID and Client Secret — you’ll need both in Zaplane, and you won’t be able to view the secret again once you close this dialog.

https://drive.google.com/file/d/1drcxhXFY9k0jTT6_VuQvR9EYx5Kuf8Tk/view?usp=sharing

Part 2: Create the Connection in Zaplane

Step 7: Open Connections

From your WordPress dashboard, go to Zaplane > Connections, then click Create credential.

Step 8: Select Google Sheets

In the Select an app panel, find and select Google Sheets.

Step 9: Enter Your Client ID and Client Secret

Paste your Client ID and Client Secret into their fields, then click Save Connection.

Part 3: Create the Action

Step 10: Create a Workflow

Go to Zaplane > Workflows from your WordPress dashboard, then click Create Workflow to open the workflow editor.

Before adding a Google Sheets action, you need to set up a trigger first. Here is how to do it quickly:

Click Select an app under the Trigger box and choose Apps.

Search for and select the app you want to use as your trigger (we are using StoreEngine.).

Choose the Trigger Type that matches the event you want, then click Continue.

On the Configure tab, set any required options, then click Continue.

On the Test tab, click Test Trigger to confirm it works, then click Save.

Once your trigger is saved, proceed to the next step to add the Google Sheets action.

Step 11: Add an Action

Click the + icon next to your trigger. In the Add Action panel, choose Apps (or use the search box to find an app).

Step 12: Select the Google Sheets App

Scroll through the app list, select Google Sheets, then click Continue.

Step 13: Choose the Action Type

On the Select tab, choose Add or Update Row from the Action Type dropdown. Then pick your Google Sheets connection from the Select Connection dropdown and click Continue.

Step 14: Configure the Action

On the Configure tab, fill in the following fields, then click Continue:

Spreadsheet (required): select the spreadsheet you want to update.

Sheet (Tab) (required): select the tab inside that spreadsheet.

Column to Match On (required): select the column Zaplane uses to find an existing row. If a match is found, the row is updated; otherwise, a new row is added.

Row Data (required): enter a Column and a Value for each cell, and click Add Row to add more pairs. Type @ in a field to insert dynamic data from your trigger.

Value Input Option: choose how values are entered, for example, parsing formulas and dates.

First Row Is Headers: keep this checked if the first row of your sheet contains column names.

Step 15: Test the Action

On the Test tab, click Test Action to make sure the row is written to your sheet, then click Save.

Step 16: Update and Activate the Workflow

Back on the workflow canvas, click Update at the top right to save your changes and make sure the workflow status is set to Active.

Every time your trigger fires, Zaplane now adds or updates a row in your Google Sheet automatically.

Done!

Google Sheets is now connected to Zaplane, and your workflow will add or update rows for you from here on.