YCLIENTS automations — Data & Spreadsheets

Ready-made scenarios where YCLIENTS works for you (data & spreadsheets): pick one — a copy appears in your account and runs on its own.

76 scenarios

Events from Google Calendar get logged to Yclients
Labelled Gmail emails logged into Yclients
Form submissions — records in Yclients
A list of all your spreadsheets — in one run
Site submissions from Webflow become records in Yclients
Form responses are saved as records in Yclients
Form responses become rows in Yclients
Calendly bookings — records in Yclients
Form submissions saved as spreadsheet rows
Workouts logged into a spreadsheet
New subscribers become records in Yclients
Your database data refreshes itself in a sheet
New Amo Crm land in Yclients by themselves
Website submissions — a row in your sheet, on their own
New contacts from a sheet — straight into your mailing list
New records in your database — added automatically
A JSON data file into a sheet — automated
Daily Yclients forecast logged into Google Sheets
Form responses into a sheet, with a heads-up to the team
Incoming emails into a spreadsheet, row by row
Move tasks from amoCrm to yclients
Your best submissions — with artwork and a card on the board
Form submissions straight into a table
Collect contacts from emails into a database — automatically
Loading spreadsheet data into a database — automatically
Pull data from any source into a spreadsheet and CSV, automatically
Store customers — into your working table automatically
Contacts from CSV — as cards in yclients
Data shaped to the table format — prepared automatically before writing
Webflow form submissions straight into a table
Load a spreadsheet from a linked file into Google Sheets
Copy confirmed rows between yclients tables
Email senders into your database, automatically
New files from storage, shared and logged
Data from an external source — into a spreadsheet
Sync an Excel sheet with a Postgres database
Financial transactions — into your analytics store, every week
Auto-moving new records between two systems
Many CSV files into one sheet — automated
Table text into ready HTML — automatically
Sync a MySQL database to a sheet, no duplicates
Keep tasks in sync between two services
Cleaning and standardizing CSV before import — automatically
A task mirror in your knowledge base — always current
Stripe payments — as notes in Pipedrive
A weekly summary of new records to your messenger
A daily snapshot of your board's tasks — into a log
Sync repository issues to your knowledge base
Every store order in one table
Links between table records — set on their own
Signups from a form — into a knowledge-base record
Multi-tab Excel report in one run
Playlist sync between platforms
Daily duplicate-customer detection in your payment system
Every store customer into a sheet — and a file for importing elsewhere
Data at once into online sheet yclients and as a file to Gmail
All tracker tasks — into a table every morning
Daily import of only verified contacts into your email list
Everything from the chat, filed: notes, files, images
Contacts in your base by email — no duplicates
Daily data quality checks with an email report
Export companies from yclients on request — JSON or Excel
Notes from a folder into a tidy table
Migrate a large dataset into a database — in batches
Sheet change tracking with approval in your messenger
Support knowledge base articles — mirrored into a table
A client call — instantly a support ticket
Loading and cleaning CSVs into a database with quality checks
Archive your social posts into your knowledge base
A WordPress blog copy in a sheet — posts, categories, tags, media
An AI knowledge base from a spreadsheet of questions and answers
Document sync between storages
All your mail with attachments in your own database
Sales forecast charts in a messenger, with Q&A
Sync clients, projects and tasks to your time tracker
Two-way task sync between your knowledge base and Todoist