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New Portal Client to Google Sheets
“Anytime a client created is created in Portal, create spreadsheet row in Google Sheets.”
created by
Potluck Mittal
How Zapier works (57 sec)
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Trusted at companies large and small
This Zap works in 2 steps …
Step 1 - Trigger
Anytime a client activated is created in Copilot
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Step 2 - Action
Find a client in Copilot
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1
2
1.5 minutes to set up
Get back 1.2 hrs /week
12 people use this app pairing
This Zap uses the following 2 apps
Copilot (1.0.13)
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Copilot (1.0.13) + Google Sheets
Check out all the other ways you can connect Copilot (1.0.13) and Google Sheets.
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