Copilot CRM + Google Sheets
Create invoices in Copilot CRM for new or updated rows in Google Sheets
Keep your invoicing process efficient with this workflow. Whenever you make changes or add a new row to your Google Sheets, an invoice is instantly created in your Copilot CRM. This streamlines your billing procedures, ensuring timely and accurate invoices for every update in your spreadsheet.
Keep your invoicing process efficient with this workflow. Whenever you make changes or add a new row to your Google Sheets, an invoice is instantly created in your Copilot CRM. This streamlines your billing procedures, ensuring timely and accurate invoices for every update in your spreadsheet.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Invoice
Create a new invoice. Can currently create an invoice with just one line item.
- Free forever for core features
- 14 day trial for premium features & apps
About Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
Related categories
About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
