Sheet operations

Documentation for Sheet operations in the Google Sheets node in SMSPort, a workflow automation platform. Includes details of operations and configuration, and links to examples and credentials information.

Use this operation to read, append, update, clear, or delete sheets and rows within a Google spreadsheet. Refer to Google Sheets for more information on the Google Sheets node itself.

[!NOTE]
This node can be used as an AI tool

This node can be used to enhance the capabilities of an AI agent. When used in this way, many parameters can be set automatically, or with information directed by AI - find out more in the AI Clinical Agent documentation.

Append or Update Row

Use this operation to append a new row, or update the existing row if it already exists (upsert).

Enter these parameters:

• Credential to connect with: Create or select an existing Google Sheets credentials.
• Resource: Select Sheet Within Document.
• Operation: Select Append or Update Row.
• Document: Choose a spreadsheet (From list, By URL, or By ID).
• Sheet: Select the sheet tab where the data should be written.
• Matching Column: The column header in Row 1 used to identify existing records (e.g. Phone or MRN).
• Columns to Map: Define mapping between incoming customer variables and sheet columns.

Append Row

Use this operation to create a new row at the bottom of a sheet.

Enter these parameters:

• Credential to connect with: Create or select an existing Google Sheets credentials.
• Resource: Select Sheet Within Document.
• Operation: Select Append Row.
• Document: Choose a spreadsheet (From list, By URL, or By ID).
• Sheet: Select the sheet tab (e.g. PatientIntake, Leads).
• Data Mode:
  • Auto-map Input Data: Maps incoming bot fields to sheet column headers automatically.
  • Map Each Column Below: Manually specify which bot variable populates each column.

Example Payload

{
  "Submission Date": "{{system.timestamp}}",
  "Patient Name": "{{patient_name}}",
  "Phone Number": "{{contact.phone}}",
  "Department": "{{selected_dept}}",
  "Status": "New Lead"
}

Clear

Use this operation to clear all data from a sheet while preserving the headers in Row 1.

Enter these parameters:

• Credential to connect with: Create or select an existing Google Sheets credentials.
• Resource: Select Sheet Within Document.
• Operation: Select Clear.
• Document: Choose a spreadsheet.
• Sheet: Select the sheet tab to wipe.

Create

Use this operation to create a new sheet tab within an existing spreadsheet.

Enter these parameters:

• Credential to connect with: Create or select an existing Google Sheets credentials.
• Resource: Select Sheet Within Document.
• Operation: Select Create.
• Document: Choose the spreadsheet.
• Title: Enter the title of the new sheet tab (e.g. FollowUps_2026).

Delete

Use this operation to delete a sheet tab from a spreadsheet.

Enter these parameters:

• Credential to connect with: Create or select an existing Google Sheets credentials.
• Resource: Select Sheet Within Document.
• Operation: Select Delete.
• Document: Choose the spreadsheet.
• Sheet: Select the sheet tab to delete.

Delete Rows or Columns

Use this operation to delete specific columns and rows from a sheet.

Enter these parameters:

• Credential to connect with: Create or select an existing Google Sheets credentials.
• Resource: Select Sheet Within Document.
• Operation: Select Delete Rows or Columns.
• Document: Choose the spreadsheet.
• Sheet: Select the sheet tab.
• Dimension: Select Rows or Columns.
• Start Index: Starting row/column number (0-indexed).
• End Index: Ending row/column number.

Get Row(s)

Use this operation to read all rows in a sheet or search for rows matching specific criteria.

Enter these parameters:

• Credential to connect with: Create or select an existing Google Sheets credentials.
• Resource: Select Sheet Within Document.
• Operation: Select Get Row(s).
• Document: Choose the spreadsheet.
• Sheet: Select the sheet tab.
• Filter Mode:
  • All Rows: Returns all records in the sheet.
  • Matching Row (Lookup): Specify Key Column (e.g. MRN), Lookup Variable (e.g. {{patient_mrn}}), and Result Column (e.g. DoctorName).
• Output Variable: Variable name to store the retrieved result into bot memory (e.g. assigned_doctor).

Update Row

Use this operation to update an existing row in a sheet.

Enter these parameters:

• Credential to connect with: Create or select an existing Google Sheets credentials.
• Resource: Select Sheet Within Document.
• Operation: Select Update Row.
• Document: Choose the spreadsheet.
• Sheet: Select the sheet tab.
• Row Number: Specify the row index to update, or match by primary key.
• Updated Columns: Enter the new values for specific columns (e.g. set Status = Confirmed).