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Connect WhatsApp and Google Sheets

Go both ways: a new row in a Google Sheet can send a WhatsApp, and a WhatsApp message, such as a receipt photo, can add a row. Daily reports from a sheet arrive on WhatsApp without opening it.

Templates that use WhatsApp and Google Sheets

BusinessExpense Approval Workflow: WhatsApp Receipts to Google SheetsSend a photo or PDF of a receipt on WhatsApp. AI reads the vendor, date, amount and category and adds it to your expense sheet. Small expenses are approved automatically; bigger ones wait for your approval, and approving marks them Approved in the sheet. You get a WhatsApp for every receipt.
  • +4
BusinessInvoice Reminder Email with an M-Pesa Payment PromptEvery weekday morning it reads who owes you from a Google Sheet, emails each person a friendly reminder, and sends an M-Pesa payment prompt to their phone. Pay, and their row is marked Paid and you get a WhatsApp with the receipt number; ignore it, and you get a WhatsApp telling you who to follow up. No code steps.
  • +6
SpecialAutomated Payment Reminders with a WhatsApp Cash ReportEvery weekday morning it checks who owes you, sends each person a polite email reminder whose tone matches how late they are - friendly, firm, then final - and sends you a WhatsApp cash report: who owes what, who is late, and who you need to call. Works for invoices, rent, school fees and chama contributions.
  • +5
Automatic Reorder from Your Google Sheets InventoryUpdate your linked google sheet inventory on Cira Iq to auto request from your suppliers where there is stock low and send daily reports on stock update
  • +1
Invoice to Inventory: Supplier Emails to Google SheetsCira IQ helps you pick up emails from your supplier, check for settled invoices everyday and update your catalogues on Excel sheets. You then get a notification on whatsapp with the change that has happened
  • +2
Google Sheets Daily Report on WhatsApp and EmailCira IQ picks up your google sheet which receives data from a source, a delay logic of 24 hrs is set for periodic notifications. The AI does analysis on the file and makes a report on google docs, this report is stored here and a summary notification of changes sent to whatsapp and email
  • +4
AI Social Media Post Generator from TrendsThis workflow picks trends from webhook, creates social media post for varios social media. The Ai also picks up the media posts and generates weekly reports. The AI also goves insights on leads and suggests content in line with leads
  • +8

What each app can do

WhatsApp

Triggers: Start a workflow when

  • WhatsApp Trigger

    Start a workflow when a WhatsApp message, button tap or call comes in

Actions: Do this in a workflow

  • WhatsApp

    Send messages, voice notes, buttons and media on WhatsApp - or call with an AI voice agent

    • Send text
    • Send template
    • Send media
    • Send voice
    • Send buttons
    • Send list
    • Send cta
    • Send location
    • React
    • Request call permission
    • Place call
    • Download media
    • Recent messages

Google Sheets

Triggers: Start a workflow when

  • Google Sheets Trigger

    Trigger when new rows are added to a Google Sheet

Actions: Do this in a workflow

  • Google Sheets

    Complete Google Sheets automation with OAuth

    • Read data
    • Create spreadsheet
    • Append rows
    • Update rows
    • Trigger

  • Google Sheets Recruitment Manager

    Create or append to recruitment spreadsheets from scored candidates

Questions

Can a WhatsApp message add a row?
Yes. The WhatsApp Trigger starts the workflow and Google Sheets appends the row.
Can a sheet send a WhatsApp?
Yes. The Google Sheets Trigger runs on new rows, and a WhatsApp step sends the message.
Which plan do I need?
Starting a workflow from WhatsApp needs Basic or higher.

Connect WhatsApp and Google Sheets today

Start free with 3 workflows. No card needed. Install a template or build your own on the canvas.