Copilot + Google Sheets

List new clients in Copilot and create corresponding spreadsheet rows in Google Sheets

Keep your client data organized by integrating your Copilot app with Google Sheets. With this workflow, whenever you log new clients in Copilot, the details get instantly added to a new row in your Google Sheets spreadsheet. It's a seamless way to compile your client information for easy access and analysis. This consolidation can streamline your client management process and save precious time.

Keep your client data organized by integrating your Copilot app with Google Sheets. With this workflow, whenever you log new clients in Copilot, the details get instantly added to a new row in your Google Sheets spreadsheet. It's a seamless way to compile your client information for easy access and analysis. This consolidation can streamline your client management process and save precious time.

  1. When this happens...
    CopilotCopilot
    List Clients

    Lists the clients.

    TriggerPolling
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    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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