Canopy + Google Sheets

Create individual clients in Canopy from new rows in Google Sheets

Streamline your client tracking tasks with this workflow. Whenever there's new information in your Google Sheets, a client profile is instantly created in Canopy. This seamless connection between Google Sheets and Canopy removes the need for manual data entry, saving you time and reducing potential errors. Make your client management process more efficient and organized with this simple but effective automation.

Streamline your client tracking tasks with this workflow. Whenever there's new information in your Google Sheets, a client profile is instantly created in Canopy. This seamless connection between Google Sheets and Canopy removes the need for manual data entry, saving you time and reducing potential errors. Make your client management process more efficient and organized with this simple but effective automation.

  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 Individual Client

    Creates a new individual 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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