Canopy Connect + Google Sheets
Track completed pulls in Canopy Connect by creating rows in Google Sheets
Stay abreast of your operations with this efficient workflow. When you complete a task in Canopy Connect, corresponding details are promptly transferred to a new row in a Google Sheet. This streamlines your monitoring process, providing you with a simplified, up-to-date status of project advancements.
Stay abreast of your operations with this efficient workflow. When you complete a task in Canopy Connect, corresponding details are promptly transferred to a new row in a Google Sheet. This streamlines your monitoring process, providing you with a simplified, up-to-date status of project advancements.
- 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 Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
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SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
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