Copilot + Google Sheets

Add new Copilot clients to Google Sheets rows

With this Zap in place, any time a new client is created in Copilot, their details will be added to a row in a specified Google Sheets spreadsheet. Back up and organize your client data without any added copy and paste chores.

With this Zap in place, any time a new client is created in Copilot, their details will be added to a row in a specified Google Sheets spreadsheet. Back up and organize your client data without any added copy and paste chores.

  1. When this happens...
    CopilotCopilot
    Client Created

    Triggers when a new client is created.

    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

copilot logo
copilot logo

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn more

Related categories

  • Project Management
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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