Canopy + Google Sheets
Create new Canopy business clients from updated Google Sheets rows
Organize your data swiftly with this efficient workflow. Each new row in your Google Sheets will result in the creation of a new business client in your Canopy app. It's a time-saving solution that ensures consistent data transfer between your spreadsheet and client management software, making your job easier and more productive.
Organize your data swiftly with this efficient workflow. Each new row in your Google Sheets will result in the creation of a new business client in your Canopy app. It's a time-saving solution that ensures consistent data transfer between your spreadsheet and client management software, making your job easier and more productive.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Business Client
Creates a business client.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
