Canopy + Google Sheets

Add new Canopy clients to a Google Sheets row

When a new individual client is added in Canopy, this automation will streamline your workflow by instantaneously updating a row in your Google Sheets. No need for manual data transfer or double-checking for updates. This efficient process ensures your client records are always up-to-date, leaving you with more time to focus on your customer service.

When a new individual client is added in Canopy, this automation will streamline your workflow by instantaneously updating a row in your Google Sheets. No need for manual data transfer or double-checking for updates. This efficient process ensures your client records are always up-to-date, leaving you with more time to focus on your customer service.

  1. When this happens...
    CanopyCanopy
    New Individual Client

    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

  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Individual Client

    Creates a new individual client.

    Action
    Write
  • Canopy triggers, actions, and search

    Update Individual Client

    Updates a new individual client.

    Action
    Write
canopy logo
canopy logo

About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
Learn more

Related categories

  • Accounting
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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