Canopy Connect + Google Sheets
Update Google Sheets properties when new pulls are completed in Canopy Connect
Manage your data more efficiently with this workflow. When a pull is completed in Canopy Connect, it promptly updates the properties of your specified sheet in Google Sheets. This automatic process eliminates manual data entry, ensuring your spreadsheet stays up-to-date with real-time information from Canopy Connect. Perfect for streamlining your data management, this workflow enhances productivity and accuracy.
Manage your data more efficiently with this workflow. When a pull is completed in Canopy Connect, it promptly updates the properties of your specified sheet in Google Sheets. This automatic process eliminates manual data entry, ensuring your spreadsheet stays up-to-date with real-time information from Canopy Connect. Perfect for streamlining your data management, this workflow enhances productivity and accuracy.
- When this happens...Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Change Sheet Properties
Update Google Sheets properties like frozen rows/columns, sheet position, and visibility settings.
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Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
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