Canopy + Google Sheets
Update Google Sheets rows each time individual client info is updated in Canopy
Stay on top of your client management with this efficient solution. Whenever client information is updated in Canopy, a row is simultaneously created in Google Sheets, thus eliminating the need for double data entry. This way, your client records remain current and accurate across both applications, simplifying your operations and boosting productivity.
Stay on top of your client management with this efficient solution. Whenever client information is updated in Canopy, a row is simultaneously created in Google Sheets, thus eliminating the need for double data entry. This way, your client records remain current and accurate across both applications, simplifying your operations and boosting productivity.
- When this happens...Individual Client Info Updated
Triggers when an individual client's info is updated.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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