Copilot CRM + Google Sheets
Add Google Sheets rows for new Copilot CRM expenses
Do you collaborate with your team about expenses updates? This template makes collaboration easy! Use this Zapier integration to automatically add new expenses from your Copilot CRM account to Google Sheets rows.
Do you collaborate with your team about expenses updates? This template makes collaboration easy! Use this Zapier integration to automatically add new expenses from your Copilot CRM account to Google Sheets rows.
- When this happens...
New ExpenseTriggers when a new expense is added.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Spreadsheet RowCreate a new row in a specific spreadsheet.
ActionWriteCreate a new record or update an existing record in your app.
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Close Visit
Triggers when a visit to a customer is closed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Property
Triggers when a new property is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planVisit Not Serviced
Triggers when a visit is marked as not serviced.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomerRequired
Estimate Number
Estimate Date
Item NameRequired
Item QuantityRequired
Item RateRequired
Item Tax Percent
Item Description
Discount Percent
Estimate Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
To-do TitleRequired
To-do Type
Description
Customer
Property
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PropertyRequired
Property Name
Property Size
Property Size Type
County Tax
City Tax
State Tax
Address
Country
City
State
Postal Code
Property Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNo Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Frozen Rows Count
Frozen Columns Count
Sheet Position
Hide Sheet
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Source RangeRequired
Destination RangeRequired
Paste Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Validation TypeRequired
Input Message
Strict Validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row countRequired
Output format
First row
ActionThis is an event a Zap performs.SearchFind existing data in your appSpreadsheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Inactive Customer
Triggers when a customer is made inactive.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is received.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew To-Do
Triggers when a new to-do is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomer Type
Business NameRequired
First Name
Last Name
Email Address
Phone Number
Mobile Number
Address
Country
City
State
Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Invoice Number
Invoice Date
Item NameRequired
Item QuantityRequired
Item RateRequired
Item Tax Percent
Item Description
Discount Percent
Invoice Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Business Name
First Name
Last Name
Email Address
Phone Number
Address
Country
City
State
Postal Code
Tax Exempt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNo Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Condition TypeRequired
Background Color
Text Color
Bold Text
Italic Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Confirm DeletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Format TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SpreadsheetRequired
WorksheetRequired
New Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Sort by ColumnRequired
Sort OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
A1 RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Copilot CRM
Related categories
About Google Sheets
Related categories
Related Zap Templates
- Create invoices in Copilot CRM for new or updated rows in Google Sheets
- Update Copilot CRM properties for new or updated Google Sheets rows
- Create Google Sheets rows for new Copilot CRM expenses
- Create Copilot CRM to-dos from new or updated rows in Google Sheets
- Create spreadsheet rows in Google Sheets for new to-dos in Copilot CRM
- Create rows in Google Sheets for new customers in Copilot CRM
- Create customers in Copilot CRM from new or updated rows in Google Sheets
- Create new Copilot CRM customers from new rows in Google Sheets
- Create new estimates in Copilot CRM for every new or updated row in Google Sheets
- Create Google Sheets rows for new invoices in Copilot CRM