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

Copilot (1.0.13)

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. 

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Microsoft Excel

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Anytime a client updated is created in Copilot, add row in Microsoft Excel.

Add row in Microsoft Excel when client updated in Copilot

“Anytime a client updated is created in Copilot, add row in Microsoft Excel.”

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This Zap works in 2 steps …

Anytime a client updated is created in Copilot

Add row in Microsoft Excel

This Zap uses the following 2 apps

Copilot (1.0.13)

Microsoft Excel

Copilot (1.0.13) + Microsoft Excel