Canopy Connect + Google Sheets
Create worksheets in Google Sheets from completed pulls in Canopy Connect
Streamline your data consolidation process between Canopy Connect and Google Sheets with this efficient automation. Once a pull is completed in Canopy Connect, the corresponding status is promptly reflected in Google Sheets eliminating manual updates and enabling real-time data tracking. Enhance your operational efficiency, keeping on top of your task progression effortlessly.
Streamline your data consolidation process between Canopy Connect and Google Sheets with this efficient automation. Once a pull is completed in Canopy Connect, the corresponding status is promptly reflected in Google Sheets eliminating manual updates and enabling real-time data tracking. Enhance your operational efficiency, keeping on top of your task progression effortlessly.
- When this happens...Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Create Worksheet
Creates a new worksheet in a Google Sheet.
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Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
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SpreadsheetRequired
WorksheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
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