Canopy Connect + Google Sheets
Create multiple spreadsheet rows in Google Sheets with every completed pull in Canopy Connect
Streamline your data management like never before. When you complete a pull in Canopy Connect, this automation creates multiple rows in Google Sheets. This not only saves time but also ensures data from Canopy Connect is organized in one centralized place in Google Sheets. Enjoy easy, consolidated data management with this workflow.
Streamline your data management like never before. When you complete a pull in Canopy Connect, this automation creates multiple rows in Google Sheets. This not only saves time but also ensures data from Canopy Connect is organized in one centralized place in Google Sheets. Enjoy easy, consolidated data management with this workflow.
- 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 Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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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