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Zapier Automation #7: Google Sheets and WhatsApp

With native Zapier integration, you can connect Google Sheets with WhatsApp on TimelinesAI to automate tasks. For example, you can set up Zaps which creates a new row in Google Sheets whenever a new message or incoming chat is received on TimelinesAI.

This integration is available on all TimelinesAI plans and can be tested for free, with no credit card or extra setup needed. It works smoothly with any WhatsApp number.

The guide will walk you through the steps to set up and manage the automation between Google Sheets and WhatsApp using Zapier and TimelinesAI.

Prerequisites

Navigation

Create Custom Workflow

Create a row in a Google Spreadsheet whenever a New Message is Received on TimelinesAI

Create a row in a Google Spreadsheet whenever a New Incoming Chat is Received on TimelinesAI

Predefined Popular Workflows for Google Sheets and TimelinesAI Integration

Generate a New TimelinesAI Token ID

Let’s get started🚀

Prerequisites



The following tools are required to create a Workflow between Google Sheets and TimelinesAI:

TimelinesAI Workspace Account with WhatsApp Integration — This ensures you can send automated WhatsApp messages based on trigger workflow actions.

Google Account — A Google account is required to connect and use Google Sheets in the automation. Make sure to grant Zapier access to your Google account to create and manage spreadsheets.

Navigation



Zapier makes it easy to integrate Google Sheets with TimelinesAI. From the navigation menu, you can access the Zapier to set up triggers and actions, allowing seamless data syncing and automation between the two platforms.

In this demonstration, we will guide you on how to navigate TimelinesAI effectively.


Create Custom Workflows



You can set up custom workflows to automate tasks based on your needs. By defining triggers and actions, you can control how data is processed and shared across Google Sheets and TimelinesAI.

Configure the Trigger



Before setting up automation, you need to set up a trigger. A trigger is an event that starts the process automatically. This means you decide what event should happen to begin the workflow. For example, in Google Sheets, you might want the automation to start when a new row is added or when a certain value changes in a cell.

If you are configuring the trigger for TimelinesAI for the first time, you will need the TimelinesAI’s Token ID to integrate with the other platforms. For more information on generating a new Token ID, refer to the relevant section - Generate a New TimelinesAI Token ID.

In this demonstration, we will guide you how to configure the trigger to create custom workflows.



When configuring the trigger, you must define the trigger events, which may require different fields depending on the selected event type. Here are the options:

Trigger EventsTypeDescription
Chat ClosedInstantTriggers when a chat is closed.
Chat RenamedInstantTriggers when a chat is renamed.
New Incoming ChatInstantTriggers when a new incoming chat is created.
New Outgoing ChatInstantTriggers when a new outgoing chat is created.
New Received MessageInstantTriggers when a new incoming message is received.
New Sent MessageInstantTriggers when a new message is sent.
New Uploaded FilePollingTriggers when a new uploaded file is created.
New WhatsApp AccountPollingTriggers when a new WhatsApp account is created.

Configure the Action



After configuring the trigger, you need to configure the action, which determines what happens after the trigger activates. This could be updating a record, sending a message, or creating a new entry to complete the workflow.

If you are configuring the trigger for the first time, Zapier will ask your permission to access information from your Google account. Once you approve it, Zapier will gather data from your Google account. You must also integrate TimelinesAI with Zapier.

In this demonstration, we will guide you to configure the action to create custom workflows


When configuring the action, you must define the action events, which may require different fields depending on the selected event type. Here are the options:

Action EventsDescription
Clear Spreadsheet Row(s)Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.
Copy WorksheetCreates a new worksheet by copying an existing worksheet.
Create Multiple Spreadsheet RowsCreate one or more new rows in a specific spreadsheet (with line item support).
Create SpreadsheetCreates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
Create Spreadsheet ColumnCreate a new column in a specific spreadsheet.
Create Spreadsheet RowCreate a new row in a specific spreadsheet.
Create WorksheetCreates a new worksheet in a Google Sheet.
Format Spreadsheet RowFormat a row in a specific spreadsheet.
Update Spreadsheet RowUpdate a row in a specific spreadsheet.
Update Spreadsheet Row(s)Update one or more rows in a specific spreadsheet (with line item support).
API Request (Beta)This advanced action makes a raw HTTP request that includes this integration's authentication.
Find WorksheetFinds a worksheet by title. Optionally, create a worksheet if none are found.
Get Many Spreadsheet Rows (Advanced)Return up to 500 rows as a single JSON value or as line items.
Lookup Spreadsheet RowFind a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.
Lookup Spreadsheet Rows (Advanced)Find up to 500 rows based on a column and value as line items.

You can create Zaps with various triggers and actions for Google Sheets/TimelinesAI based on your specific needs. Here, we are going to create a Zap for:

Create a row in a Google Spreadsheet whenever a New Message is Received on TimelinesAI

Create a row in a Google Spreadsheet whenever a New Incoming Chat is Received on TimelinesAI

Create a row in a Google Spreadsheet whenever a New Message is Received on TimelinesAI



This workflow automatically adds a new row to your Google Spreadsheet whenever a new message is received on TimelinesAI. It helps keep records updated without manual entry, making it easier to organize and manage message data effectively.

Configure the Trigger



Set up the trigger to start the workflow when a new message is received in TimelinesAI. This ensures that each new incoming message automatically activates the workflow, keeping your data updated without manual effort.

In this demonstration, we will guide you through configuring this trigger and setting up the automation

Configure the Action



After setting up the trigger, You need to configure the action to define what happens after the trigger is activated. In this case, a new row is automatically created in Google Sheets, ensuring the data is recorded without manual input.

In this demonstration, we will guide you on how to set up this action and complete the workflow.

Create a row in a Google Spreadsheet whenever a New Incoming Chat is Received on TimelinesAI



In this workflow, whenever a new chat is received on TimelinesAI, a new row is automatically added to a Google Spreadsheet. This ensures that all incoming chats are recorded in real-time without manual entry.

Configure the Trigger



You need to configure the trigger that starts the workflow whenever a new incoming chat is received in TimelinesAI. This will automatically activate the process and ensure the chat details are added to Google Sheets without manual input.

In this demonstration, we will guide you through configuring this trigger and setting up the automation.

Configure the Action



Once the trigger is configured, now you will configure the action, which determines what happens after the trigger is activated. In this case, a new row will be automatically created in Google Sheets to record the incoming chat.

In this demonstration, we will guide you on how to set up this action and complete the workflow.

Predefined Popular Workflows for Google Sheets and TimelinesAI Integration



TimelinesAI offers ready-to-use zap for popular workflows with Google Sheets. These prebuilt workflows eliminate the need to manually configure triggers and actions —just choose the workflow you want, make minor changes as per your needs, and the system handles the automation.

In this demonstration, we will show how to access popular predefined workflows between Google Sheets and TimelinesAI.

Generate a New TimelinesAI Token ID



Generating a new TimelinesAI Token ID helps users access the platform securely. A new token ensures proper authentication, allows you to control permissions, and helps track usage.

In this demonstration you will guide how to generate a new TimelinesAI token ID:

We hope this guide helps you understand the basics of creating Zaps for WhatsApp (TimelinesAI) and Google Sheets. You can use the following templates to get started:

Zap: Create spreadsheet row in Google Sheets when new received message in TimelinesAI

Zap: Create spreadsheet row in Google Sheets when new incoming chat in TimelinesAI

If you have any questions or require further assistance, please reach out to us via Chat Support or email us at hello@timelines.ai. Our team is available to help with any setup or troubleshooting inquiries.

Updated on: 17/02/2025

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