Automated Contact Sync and Validation with Google Sheets & LEDGERS

This workflow automates the process of retrieving contact data from Google Sheets, validating the information, synchronizing with LEDGERS, and handling errors via email notifications. It is designed for managing contact data efficiently, ensuring data validity before updating a central database or CRM.

The process begins with a Google Sheets trigger that polls a specified spreadsheet every minute for new or updated contact entries. Each contact is processed in batches through a loop. During each pass, the contact’s name is validated; if missing, an error email is sent. The workflow then checks the email and mobile number formats, validating their correctness. If invalid data is detected, appropriate error notifications are dispatched.

For valid contacts, the workflow formats the mobile number, creates a new contact in the LEDGERS system with the provided details, and handles any errors that may occur during contact creation. It also logs the creation time and updates the Google Sheet with this timestamp and contact ID. Error handling is comprehensive, sending email alerts if validations fail or if the LEDGERS integration encounters issues.

This automation is particularly useful for organizations that maintain contact lists in Google Sheets, require data validation before processing, and use LEDGERS for finance or customer management, streamlining data entry, validation, and synchronization processes.