Connect Upnify and Google Sheets

Upnify is where your sales team works prospects, clients and opportunities. FlowMattic copies those records into Google Sheets from your WordPress site and keeps the rows current as phases change. Sales managers and owners get a pipeline sheet they can share with finance and planning, built from the events reps already create.

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35 triggers 19 actions 7 example workflows 2 ready-made templates Unlimited runs

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When this happens in Upnify29 triggers

Do this in Google Sheets19 actions

1. TriggerNew client

2. ActionAdd New Row

When Upnify fires New client, FlowMattic runs Add New Row in Google Sheets with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Upnify and Google Sheets workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Ready-made template

Add each new Upnify client to a sheet

Every client created in Upnify becomes a row with name, company, email, phone and owner, so the client list can be shared with the rest of the business.

New clientAdd New Row

View the template

Move opportunities through a pipeline sheet

When an opportunity changes phase, its row is found by ID and the phase column updated, so the sheet's pipeline totals match Upnify.

Opportunity Phase ChangeLookup Row DataUpdate Row

Record each sale in the tab of its month

New sales go to a month tab with amount, client and rep, which gives finance a running sales ledger without asking the sales team for an export.

New saleDate/Time FormatterAdd New Row

Remove deleted sales from the ledger

A sale deleted in Upnify is found by its ID and removed from the sheet, so revenue totals do not count deals that were taken back.

Sale DeletedLookup Row DataDelete Row

Build a prospect list for outreach

Each new prospect is added to a prospects tab, which a marketing assistant can use to plan calls and campaigns.

New prospectAdd New Row

Keep a tab of discarded prospects

Discarded prospects go to their own tab with the rep, source and date, so managers can see which lead sources produce the most dead ends.

Prospect DiscardedAdd New Row

Keep a follow-up activity log per rep

Each client follow-up is written as a dated row with the rep's name, which gives a simple activity count for weekly sales meetings.

Client Follow-UpAdd New Row

Set up: new clients in a sheet

At the end, every client created in Upnify is added to your Google Sheet as one row.

Prepare the sheet
Add a header row such as Client ID, Name, Company, Email, Phone, Owner and Created.
Connect Upnify and Google Sheets
In FlowMattic, open Connects and add your Upnify account and a Google Sheets account that can edit the spreadsheet.
Start with New client
Create a workflow with the Upnify New client trigger, then create a test client in Upnify so FlowMattic captures its fields.
Map the row
Add Google Sheets Add New Row, map the client fields to your columns, test the step and switch the workflow on.

Import the ready-made template Beginner, about 5 min to set up

From Upnify	To Google Sheets
Client ID	Client ID
Name	Name
Company	Company
Email	Email
Phone	Phone
Executive	Owner

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

Store the Upnify ID of each client, opportunity or sale in its own column. The phase change and delete workflows use it to find the row.
Records that existed before the workflow was switched on have no row, so their first phase change finds nothing. Add a Router that adds a row when the lookup is empty.
The sheet follows Upnify. Changing a phase or amount in the sheet does not update the record in Upnify.

Upnify

Integration page

Triggers (29)

Client Phase ChangeTriggers when the client phase changes.
Opportunity Phase ChangeTriggers when the opportunity phase changes.
Prospect Phase ChangeTriggers when the prospect phase changes.
Client ArchivedTriggers when the client is archived.
Client SharedTriggers when a client is shared.
Client DiscardedTriggers when a client is discarded.
Client EditedTriggers when a client is edited.
Client TaggedTriggers when a client is tagged.
Client UnsharedTriggers when a client is unshared.
New clientTriggers when a new client is created.
Client ReactivatedTriggers when a client is reactivated.
Opportunity DiscardedTriggers when an opportunity is deleted.
Opportunity EditedTriggers when an opportunity is edited.
New opportunityTriggers when an opportunity is created.
Opportunity ReactivatedTriggers when an opporttunity is reactivated.
Opportunity ReassignedTriggers when the opportunity is reassigned.
Prospect ArchivedTriggers when a prospect is archived.
Prospect SharedTriggers when the prospect is shared.
Prospect DiscardedTriggers when the prospect is discarded.
Prospect EditedTrigers when the prospect is edited.
New prospectTriggers when a new prospect is created.
Prospect ReactivatedTriggers when the prospect is reactivated.
Prospect ReassignedTriggers when the prospect is reassigned.
Influx recordTriggers when an influx record is created.
Client Follow-UpTriggers when a client is follwed up.
Opportunity follow-upTriggers when an opportunity is follwed up.
Prospect Follow-UpTriggers when a prospect is follwed up.
Sale DeletedTriggers when a sale is deleted.
New saleTriggers when a new sale is created.

Google Sheets

Integration page

Triggers (6)

New Spreadsheet RowTrigger when a new row is added to the spreadsheet
New Or Updated Spreadsheet RowTrigger when a row is updated in the spreadsheet
Deleted Spreadsheet RowTrigger when a row is deleted from the spreadsheet
Update Cell DataTrigger when any cell is updated in the spreadsheet
Update Specific Cell DataTrigger when a specific cell is updated in the spreadsheet
Update Specific Column ValueTrigger when a specific column value is updated in the spreadsheet

Actions (19)

Add New RowAdd a new row with mapped data
Update RowUpdate existing row in specific spreadsheet with mapped data
Delete RowDelete row by ID in specific spreadsheet
Clear Row DataClear data or row by ID in specific spreadsheet
Lookup Row DataSearch for data in specific spreadsheet
Get Cell DataGet data for particular cell in specific spreadsheet
Update Cell DataUpdate data for particular cell in specific spreadsheet
Get Row CountGet total number of rows in specific spreadsheet
Get Row DataGet rows data from the sheet based on specified range
Create Spreadsheet ColumnCreate a new column in specific spreadsheet
Create New SheetCreate a new sheet in specific spreadsheet
Import CSV or JSON to Existing SheetImport CSV or JSON data to existing sheet in specific spreadsheet
Copy SheetCopy a sheet to another or within the same spreadsheet
Get RowsRetrieve rows in JSON format for use with Iterator
Export sheet to CSVExport the selected sheet to CSV format and save to WordPress Media Library
Export Sheet to ExcelExport the spreadsheet to Excel (.xlsx) format and save to WordPress Media Library
Export Sheet to PDFExport the spreadsheet to PDF format and save to WordPress Media Library
Export Sheet to OpenDocumentExport the spreadsheet to OpenDocument (.ods) format and save to WordPress Media Library
Export Sheet to TSVExport the selected sheet to TSV format and save to WordPress Media Library

Why run this pair with FlowMattic

Upnify and Google Sheets connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Pipeline numbers for people outside sales

Finance and owners read the same pipeline and sales figures in a sheet, without an Upnify seat.

Deletions and phase moves follow

Update and delete workflows keep the sheet's totals equal to what is in the CRM.

Every event logged, flat cost

FlowMattic runs on your own WordPress site with unlimited runs, so logging follow-ups and phase changes adds nothing to the bill.

Common questions

How do I export Upnify clients to Google Sheets automatically?

Create a FlowMattic workflow with the Upnify New client trigger, add Google Sheets Add New Row and map the client fields. Each client created after that is added as a row.

Can the sheet track opportunity phases?

Yes. Log New opportunity to an opportunities tab, then use Opportunity Phase Change with Lookup Row Data and Update Row to keep the phase column current.

Can I build a monthly sales report from Upnify?

Yes. Send New sale to a tab per month using Date/Time Formatter for the sheet name, and remove deleted sales with the Sale Deleted trigger.

Can prospects and clients go to different tabs?

Yes. Build one workflow on New prospect and another on New client, each with its own Add New Row step pointed at its tab.

Did not find your answer? You can browse the help center or ask us directly.

Start automating Upnify and Google Sheets

Install FlowMattic, connect both accounts and import a template. Every run stays on your own server.

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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Upnify integration 1.0.0, Google Sheets integration 2.2.4.