Copilot CRM + Google Sheets

Create invoices in Copilot CRM for new or updated rows in Google Sheets

Keep your invoicing process efficient with this workflow. Whenever you make changes or add a new row to your Google Sheets, an invoice is instantly created in your Copilot CRM. This streamlines your billing procedures, ensuring timely and accurate invoices for every update in your spreadsheet.

Keep your invoicing process efficient with this workflow. Whenever you make changes or add a new row to your Google Sheets, an invoice is instantly created in your Copilot CRM. This streamlines your billing procedures, ensuring timely and accurate invoices for every update in your spreadsheet.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggers when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    Copilot CRMCopilot CRM
    Create Invoice

    Create a new invoice. Can currently create an invoice with just one line item.

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
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About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Related categories

  • Sales & CRM
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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