Log every new Retainr order in a Google Sheets spreadsheet
Every new order created in Retainr adds a row to a Google Sheets spreadsheet, giving you an order log you can filter, total and share without exporting anything from Retainr.
Retainr
Google Sheets2 steps Setup ~5 min Used on 2.7k sites Free to import
What this workflow does
Retainr holds your client orders, but reporting on them often means a trip to the dashboard or an export. A spreadsheet that fills itself makes weekly totals, client lists and handovers much simpler. This workflow writes each new Retainr order into Google Sheets.
The Retainr New Order trigger fires when an order is created. FlowMattic takes the order data and adds a row to the Google Sheets spreadsheet you choose, with each column holding the Retainr value you mapped to it.
The row is written once, at creation. If the order is later accepted, declined or changed in Retainr, the sheet keeps the values from the moment it was created. Retainr has separate Accepted Order and Declined Order triggers in FlowMattic if you want those outcomes logged as well. Task History records each run, which helps if an order seems to be missing from the sheet.
Weekly revenue check for a productized service
An agency selling fixed packages through Retainr sums the order rows each week to see what came in, without logging into Retainr.
Team workload planning
A project lead watches the sheet for new orders and assigns each to a team member in an extra column you add yourself.
Bookkeeping reference
Your accountant gets view access to the sheet and checks new Retainr orders against payments received.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Retainr New OrderFires when a new order is created in Retainr. The order's data is passed to the Google Sheets step for mapping.
- Google Sheets Add New Row
Adds one row per Retainr order to the spreadsheet you select. Map Retainr values to the columns and connect your Google account when you import the workflow.
What you need
- FlowMatticCore
- Retainr AccountAccount
- Google Sheets AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Create a test order in Retainr after import so FlowMattic captures the order fields, then map them to your sheet's columns.
- Copy the workflow and switch the trigger to Retainr's Accepted Order or Declined Order event, writing to a second tab, to log what happens to each order.
- Add your own columns for notes, such as who owns each order, and leave them unmapped in the Google Sheets step so you can fill them in by hand.
Questions about this workflow
Does the sheet update when a Retainr order is accepted or declined?
No. This workflow adds a row only when the order is created. Use a separate workflow with Retainr's Accepted Order or Declined Order trigger to record those changes.
Will Retainr orders from before the import be added to Google Sheets?
No. The trigger reacts to orders created once the workflow is active. Older orders need to be entered in the sheet another way.
Can I log new Retainr clients in the same spreadsheet?
Yes, by building a companion workflow. Use Retainr's New Client trigger and an Add New Row step pointed at a different tab of the same spreadsheet.
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