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.
- When this happens...New Individual Client
Triggers when a new client is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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