Canopy + Google Sheets
Create individual clients in Canopy from new or updated rows in Google Sheets
Easily manage your client information in real time with this efficient workflow. Whenever you add or update a row in your Google Sheets, it creates a new individual client in your Canopy app. This process not only saves time but also ensures you maintain an updated and organized client database without any manual intervention. Perfect for businesses that aim for a seamless and organized client management system.
Easily manage your client information in real time with this efficient workflow. Whenever you add or update a row in your Google Sheets, it creates a new individual client in your Canopy app. This process not only saves time but also ensures you maintain an updated and organized client database without any manual intervention. Perfect for businesses that aim for a seamless and organized client management system.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in 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?
