Every lead, bill and booking, a row in your own sheet

Five lists, each with a switch and a tab of its own: Leads, Contacts, Invoices, Payments and Bookings. A new lead, a new contact, an invoice issued, edited, paid or cancelled, a payment recorded or voided, and a booking made, moved, cancelled, completed or marked a no-show each add a row. Invoices and Payments carry the columns an accountant asks for, and times are in your workspace’s time zone.

One permission: to create and use the one spreadsheet it makes, named “Fliok” and your workspace’s name. Fliok can open only that spreadsheet. It cannot see your other files.

No, it is the other direction. This is rows going out of Fliok into a spreadsheet of your own. Forms & Google Sheets is the capture link, which brings leads into Fliok from a form on your website or from a script on a sheet. Nothing here reads a sheet.

A new row is added that says what happened: issued, edited, a part payment received, paid in full, a payment voided, or cancelled. A row already in the sheet is never rewritten, and a voided payment is added as a new row with a minus amount, so the column still adds up.

The card shows Needs attention with one sentence saying what happened, and your team is told. Rows keep being collected meanwhile and are written, in order, once it is put right: connect again, put the spreadsheet back, or start a new one. Rows that waited more than 14 days are dropped, and the panel says how many.

Fliok stops adding rows and its access is removed at Google. Rows that were waiting to be written are discarded. Your spreadsheet stays in your Google Drive with everything already in it.

Basic or above: Google Sheets is part of Automation & CRM. Only an admin can connect it, with their own Google account. If a workspace moves to Free, nothing new is written, and the connection and its choices are kept.