Canopy Connect + Google Sheets
Update Google Sheets rows when pull completed tasks happen in Canopy Connect
This workflow instantly updates your Google Sheets when you complete a pull in Canopy Connect app. It efficiently saves your time and ensures consistent data across your platforms without manual entries. Ideal for those who need to keep a constant record of their pulls, this automation significantly improves productivity and data accuracy.
This workflow instantly updates your Google Sheets when you complete a pull in Canopy Connect app. It efficiently saves your time and ensures consistent data across your platforms without manual entries. Ideal for those who need to keep a constant record of their pulls, this automation significantly improves productivity and data accuracy.
- 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!Update Spreadsheet Row
Update a row in a specific spreadsheet with optional formatting.
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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
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WorksheetRequired
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