Copilot + Google Sheets

Create rows in Google Sheets for new Copilot clients

Easily manage your new clients in Copilot by adding their information to a Google Sheets spreadsheet. With this workflow, whenever a new client is created in Copilot, their details will be saved as a new row in the specified Google Sheets document. Keep track of your clients effortlessly and streamline your client management process with this automation.

Easily manage your new clients in Copilot by adding their information to a Google Sheets spreadsheet. With this workflow, whenever a new client is created in Copilot, their details will be saved as a new row in the specified Google Sheets document. Keep track of your clients effortlessly and streamline your client management process with this automation.

  1. When this happens...
    CopilotCopilot
    Client Created

    Triggers when a new client is created.

    TriggerInstant
  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

copilot logo
copilot logo

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn more

Related categories

  • Project Management
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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