Update your Google Sheets rows each time a new individual client is added in Canopy
Streamline your workflow with this efficient automation. When an individual becomes a new client in Canopy, their details will be instantly updated in a row on your Google Sheets. This seamless connectivity eradicates manual data entry and ensures your client data is always current and accurate, allowing you to dedicate more time to client services.
Streamline your workflow with this efficient automation. When an individual becomes a new client in Canopy, their details will be instantly updated in a row on your Google Sheets. This seamless connectivity eradicates manual data entry and ensures your client data is always current and accurate, allowing you to dedicate more time to client services.
- When this happens...New Individual Client
Triggers when a new client is created.
- automatically do this!Update Spreadsheet Row
Update a row in a specific spreadsheet with optional formatting.
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