Google Sheets Action Block allows you to connect your Google account and interact with Google Sheets directly from your bot flow. Using this integration, you can create records, fetch records, and update existing records in a selected Google Sheet.
Note:- Available in the Starter Plan and above.
Connecting Your Google Account
Before using Google Sheets Action Block, you must connect your Google account.
To connect your account:
Option 1: Through Google Sheets Action Block
Add the Google Sheets Action Block to the flow.
Click + Add Account.
Option 2: Through the App Market
Navigate to App Market.
Select Google Sheets.
Click Sign in with Google.
After successful authentication, your Google account will appear in the account dropdown.
Ensure all required permissions are granted to allow ReplyCX to access and manage your Google Sheets data.
Available Actions
Create Records
Use this action to save chatbot data directly into a Google Sheet.
Configuration Steps
Select Create Records as the action.
Choose the Google Sheet where the data should be stored.
Map the required variables to the sheet columns.
Example Variables
Name
Email
Phone Number
City
Each selected variable will be stored as a separate column in the selected Google Sheet.
Fetch Records
Use this action to retrieve data from a Google Sheet based on defined search criteria.
Configuration Steps
Select the Sheet
Choose the Google Sheet and worksheet to search.
Enable First Row Contains Column Headers if your sheet contains column names.
Define Search Criteria
Specify the conditions used to locate records.
Add multiple conditions if required.
Use ANY or ALL operators to control how conditions are evaluated.
Example
Column | Operator | Value |
City | Equals | New York |
country | Equals | United States |
Select ALL if both conditions must be satisfied.
Save Responses
Map the columns you want to retrieve to bot variables.
The fetched values can then be used in subsequent steps of the bot flow.
Note: If multiple records match the search criteria, the response will be stored in JSON format and can be processed using the Dynamic Data Action Block.
Update Records
Use this action to update existing records in a Google Sheet.
Configuration Steps
Select the Sheet
Choose the Google Sheet and worksheet containing the records.
Enable First Row Contains Column Headers if applicable.
Define Search Criteria
Configure the conditions used to identify the records to update.
Multiple conditions can be combined using ANY or ALL operators.
Update Data
Select the columns you want to modify.
Map each column with the appropriate value or bot variable.
Save the configuration.
The column names from your Google Sheet will automatically appear in the dropdown for easy selection.