Connect Copilot and Google Sheets to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Update Spreadsheet Row
List all rows
Delete Row
Add New Row
Lookup Spreadsheet Row
Copy Subsheet
Append Values
Add Multiple Rows
Create a SubSheet
Create Spreadsheet Column
Get spreadsheet data from specific sheets/ranges
Create a Spreadsheet
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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Frequently Asked Questions
To start, connect both your Copilot and Google Sheets accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Google Sheets (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Google Sheets. This includes choosing which data fields go into which fields of Google Sheets, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Google Sheets typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Copilot and Google Sheets. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn MoreAbout Google Sheets
Google Sheets is a cloud-based spreadsheet application that allows users to create, edit, and collaborate on spreadsheets in real-time. It’s part of the Google Workspace suite and offers powerful tools for organizing, analyzing, and visualizing data. Whether you're working individually or as part of a team, Google Sheets enables seamless collaboration, making it easy to share files, add comments, and track changes.
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