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.
- When this happens...Individual Client Info Updated
Triggers when an individual client's info is updated.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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