Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
This workflow contains community nodes that are only compatible with the self-hosted version of AlekSystem. How it works This workflow automates the registration of event participants in SinergiaCRM from a Google Sheets spreadsheet. A Google Sheets Trigger watches for new rows with pending registrations. The flow checks if the participant already exists in SinergiaCRM by NIF (national ID). If the contact exists, it creates a relationship and registers them for an event. If the contact doesn’t exist, it first creates the contact, then adds the relationship and event registration. Finally, it marks the row as "Processed" in the original spreadsheet to avoid duplicate entries. Set up steps Connect your Google Sheets and SinergiaCRM accounts using OAuth credentials. Replace the sample Google Sheet ID and worksheet name with your own. Ensure the spreadsheet contains the following columns: First name, Last name, NIF, Email, Event ID, Relation type, Registration date, and Relation date. Add the appropriate values in the "To CRM" and "Processed" columns to control processing logic. Review sticky notes inside the workflow for additional guidance and customization tips.
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Services
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