Copilot CRM + Google Sheets

Add Google Sheets rows for new Copilot CRM expenses

Do you collaborate with your team about expenses updates? This template makes collaboration easy! Use this Zapier integration to automatically add new expenses from your Copilot CRM account to Google Sheets rows.

Do you collaborate with your team about expenses updates? This template makes collaboration easy! Use this Zapier integration to automatically add new expenses from your Copilot CRM account to Google Sheets rows.

  1. When this happens...
    Copilot CRMCopilot CRM
    New Expense

    Triggers when a new expense is added.

    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?
  • Copilot CRM triggers, actions, and search

    Close Visit

    Triggers when a visit to a customer is closed.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    New Customer

    Triggers when a new customer is added.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is added.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    New Property

    Triggers when a new property is added.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    Inactive Customer

    Triggers when a customer is made inactive.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    New Expense

    Triggers when a new expense is added.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    New Payment

    Triggers when a new payment is received.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    New To-Do

    Triggers when a new to-do is added.

    Trigger
    Scheduled
    Try It
copilot-crm logo
copilot-crm logo

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
Learn more

Related categories

  • Sales & CRM
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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