API, webhooks and Google Sheets

How do I get my leads and invoices into Google Sheets?

Connect Google Sheets, and Fliok adds each new lead, invoice, payment and booking as a row to a spreadsheet in your own Google account. It is part of Automation & CRM, on Basic and above, and only an admin can connect it. Open Settings, Integrations and the Google Sheets card, and press Connect Google Sheets. You sign in to Google and allow it there; the only permission asked for is to create and use this one spreadsheet. Fliok makes one new spreadsheet in your Google account, named “Fliok” and your workspace’s name. It can open only the spreadsheet it made, and cannot see your other files. Under What to write there is a switch for each list: New leads, New contacts, Invoices, Payments received, Bookings. Each has a tab of its own (Leads, Contacts, Invoices, Payments, Bookings), with a heading row Fliok writes once, and times are in your workspace’s time zone. Invoices and Payments carry the columns an accountant asks for. Rows are only ever added, never rewritten: when an invoice is paid or a booking is moved, a new row says what happened. Your own columns, notes and sorting are left alone. A voided payment is added as a new row with a minus amount, so the column still adds up. It writes out to the sheet and reads nothing back, so what you type in the spreadsheet does not come into Fliok. It does not write into a spreadsheet you already have, and there is no tab for quotations or reviews. To send leads into Fliok from a sheet or a form, use the lead-capture link instead. If the spreadsheet is deleted or Fliok’s access is removed at Google, the card shows Needs attention and says what to do: connect again, put the spreadsheet back, or start a new one. Rows are kept meanwhile for up to 14 days and written once it is put right. Disconnecting stops new rows and removes Fliok’s access at Google; your spreadsheet stays in your Google Drive with everything already in it.