Canopy + Google Sheets

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.

  1. When this happens...
    CanopyCanopy
    New Individual Client

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Update Spreadsheet Row

    Update a row in a specific spreadsheet with optional formatting.

    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
canopy logo
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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