Canopy + Google Sheets

Create new Canopy business clients from updated Google Sheets rows

Organize your data swiftly with this efficient workflow. Each new row in your Google Sheets will result in the creation of a new business client in your Canopy app. It's a time-saving solution that ensures consistent data transfer between your spreadsheet and client management software, making your job easier and more productive.

Organize your data swiftly with this efficient workflow. Each new row in your Google Sheets will result in the creation of a new business client in your Canopy app. It's a time-saving solution that ensures consistent data transfer between your spreadsheet and client management software, making your job easier and more productive.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row

    Triggers when a new row is added to the bottom of a spreadsheet.

    TriggerInstant
  2. automatically do this!
    CanopyCanopy
    Create Business Client

    Creates a business client.

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
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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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