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Canopy + Google Sheets

Track new Canopy contacts by creating rows in Google Sheets

When a new individual contact is added in Canopy, let this automation take care of recording it in Google Sheets for you. It creates a new spreadsheet row for every new contact in Canopy, ensuring you always have all the details organized in your Google Sheets. Save time, increase accuracy, and maintain up-to-date records with this contemporary workflow.

When a new individual contact is added in Canopy, let this automation take care of recording it in Google Sheets for you. It creates a new spreadsheet row for every new contact in Canopy, ensuring you always have all the details organized in your Google Sheets. Save time, increase accuracy, and maintain up-to-date records with this contemporary workflow.

  1. When this happens...
    CanopyCanopy
    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Canopy triggers, actions, and search

    New Business Client

    Triggers when a business client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    New Individual Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Business Client

    Creates a business client.

    Action
    Write
  • Canopy triggers, actions, and search

    Update Business Client

    updates a business client.

    Action
    Write
  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Individual Client

    Creates a new individual client.

    Action
    Write
  • Canopy triggers, actions, and search

    Update Individual Client

    Updates a new individual client.

    Action
    Write
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About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
Learn more

Related categories

  • Accounting
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