Watch Step By Step Video Tutorial Below


1. Understanding the Integration

Integrating Google Sheets with Plutio streamlines task management. This setup allows automatic task creation based on new data entries in Google Sheets.

Google Sheets is a powerful spreadsheet program, while Plutio is a comprehensive business management tool. Combining both enhances productivity.


2. Setting Up Pabbly Connect

To start, visit the Pabbly website and navigate to Pabbly Connect. This platform enables seamless integration without any coding skills.

Once you sign in, click on the “Create Workflow” button. Enter a name for your workflow, such as “Google Sheets to Plutio,” and click create.


3. Configuring Google Sheets as the Trigger

In the trigger window, select Google Sheets as your application. Choose the method “New Spreadsheet Row” to trigger actions based on new entries.

If you need additional triggers, Pabbly offers the option for custom requests. However, for now, we will focus on new spreadsheet rows.


4. Connecting Google Sheets to Pabbly Connect

Open your Google Sheet, titled “Google Sheets to Plutio”. Ensure it contains columns like Serial Number, Task Name, Start Date, Due Date, and Description.

To link Google Sheets with Pabbly Connect, click on “Add-ons” and select “Pabbly Connect Webhook”. If not installed, access “Get Add-ons” to install it.

After installation, refresh your Google Sheet. Proceed to the initial setup and paste the webhook URL provided by Pabbly Connect. Set the trigger column to the last data entry.


5. Finalizing the Integration with Plutio

Once Google Sheets is connected, test if Pabbly Connect captures incoming data. Click “Capture Webhook Response” in Pabbly Connect.

Send test data from Google Sheets, confirming it appears in Pabbly Connect. Next, add an action to create a task in Plutio.

Choose Plutio, select “Create Task”, and provide necessary authentication details like Client ID and Client Secret from Plutio settings. Map the task details from Google Sheets accordingly.


Conclusion

This guide demonstrates how to integrate Google Sheets with Plutio through Pabbly Connect, enabling automatic task creation for enhanced workflow efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.