Canopy + Google Sheets
Create individual clients in Canopy from new rows in Google Sheets
Streamline your client tracking tasks with this workflow. Whenever there's new information in your Google Sheets, a client profile is instantly created in Canopy. This seamless connection between Google Sheets and Canopy removes the need for manual data entry, saving you time and reducing potential errors. Make your client management process more efficient and organized with this simple but effective automation.
Streamline your client tracking tasks with this workflow. Whenever there's new information in your Google Sheets, a client profile is instantly created in Canopy. This seamless connection between Google Sheets and Canopy removes the need for manual data entry, saving you time and reducing potential errors. Make your client management process more efficient and organized with this simple but effective automation.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Individual Client
Creates a new individual 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?
