Canopy + Google Sheets

Create new Google Sheets rows for new Canopy business clients

Manage your new business clients from Canopy efficiently through this streamlined workflow. When a new business client is added in Canopy, it promptly generates a row in your designated Google Sheets. This allows for seamless data organization, ensuring vital client information is stored accurately and is always at your fingertips. Boost your productivity and let this system handle routine data entry tasks.

Manage your new business clients from Canopy efficiently through this streamlined workflow. When a new business client is added in Canopy, it promptly generates a row in your designated Google Sheets. This allows for seamless data organization, ensuring vital client information is stored accurately and is always at your fingertips. Boost your productivity and let this system handle routine data entry tasks.

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

    Triggers when a business 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
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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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