What you'll build
The automation uses a Customer Created trigger in Access PaySuite DDCMS and an Add Row action in Google Sheets.
Set up the trigger
Select Access PaySuite DDCMS as the trigger app.
Select Customer Created as the trigger event.
Test the trigger so Zapier can load sample customer data.
Set up the action
Click Google Sheets as the action app.
Select Create Row as the action event.
Select the spreadsheet and worksheet you want to update.
Map customer fields from the trigger into the sheet.
Common examples include:Name
Email
Customer Reference
Date Created
Test and turn on
Run a Test Action to confirm that a new row is added correctly to the spreadsheet.
If the test looks correct, turn the Zap on.
Optional enhancements
Add a Slack or Microsoft Teams notification when a new customer is added.
Add a Zapier Filter to only send certain customers to the sheet.
Create a second sheet to record related direct debits or payment events.