Canopy + Google Sheets

Update Google Sheets rows when individual client info is updated in Canopy

Stay updated on your client's details with this handy workflow. When any client information changes in Canopy, a new row will be instantly added to your selected Google Sheets spreadsheet. This way, you always have updated information accessible, without manually transferring data from one app to another. Streamline your client management process and save significant time with this seamless automation.

Stay updated on your client's details with this handy workflow. When any client information changes in Canopy, a new row will be instantly added to your selected Google Sheets spreadsheet. This way, you always have updated information accessible, without manually transferring data from one app to another. Streamline your client management process and save significant time with this seamless automation.

  1. When this happens...
    CanopyCanopy
    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    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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