Copilot + Google Sheets

Update Copilot clients with new or updated Google Sheets rows

Keep your client information up-to-date with this efficient workflow. Whenever there's a new or updated row in your Google Sheets spreadsheet, this integration will update the corresponding client in the Copilot app, ensuring their information remains accurate and organized. Save time and maintain consistency by automating your client management process.

Keep your client information up-to-date with this efficient workflow. Whenever there's a new or updated row in your Google Sheets spreadsheet, this integration will update the corresponding client in the Copilot app, ensuring their information remains accurate and organized. Save time and maintain consistency by automating your client management process.

  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!
    CopilotCopilot
    Update Client

    Update a client

    ActionWrite
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Supported triggers and actions

copilot logo
copilot logo

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn more

Related categories

  • Project Management
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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