Canopy Integrations

Do more with Canopy integrations

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Quickly automate Canopy integrations with Zapier's templates

Create new clients in Canopy for every new submission from Jotform
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Jotform + Canopy
Create records in Zapier Tables whenever individual client info is updated in Canopy
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Canopy + Zapier Tables
Create new Constant Contact contacts from new individual clients in Canopy
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Canopy + Constant Contact
Create new Canopy clients from new HubSpot contacts in list
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HubSpot + Canopy

Add new individual contacts in Canopy to update subscribers in Mailchimp
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Canopy + Mailchimp

Create new Canopy clients from new Squarespace form submissions
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Squarespace + Canopy

Create new clients in Canopy for every new submission from Jotform

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Jotform + Canopy

Create records in Zapier Tables whenever individual client info is updated in Canopy

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Canopy + Zapier Tables

Create new Constant Contact contacts from new individual clients in Canopy

Details

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Canopy + Constant Contact

Create new Canopy clients from new HubSpot contacts in list

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HubSpot + Canopy

Add new individual contacts in Canopy to update subscribers in Mailchimp

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Canopy + Mailchimp

Create new Canopy clients from new Squarespace form submissions

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Squarespace + Canopy

Supported triggers and actions

New Business Client
Triggers when a business client is created.
Trigger
Instant
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New Individual Client
Triggers when a new client is created.
Trigger
Instant
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Create Business Client
Creates a business client.
Action
Write
Update Business Client
updates a business client.
Action
Write
- Business Name
- Email Address
- External ID
Action
Search

- Business Name
- Email Address
- External ID
Action
Search or write

Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
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Individual Client Info Updated
Triggers when an individual client's info is updated.
Trigger
Instant
Try It
Create Individual Client
Creates a new individual client.
Action
Write
Update Individual Client
Updates a new individual client.
Action
Write
- First Name
- Last Name
- Email Address
- External ID
Action
Search
- First Name
- Last Name
- Email Address
- External ID
Action
Search or write

About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.

Learn more

Related categories

Accounting

Canopy Integrations

Do more with Canopy integrations

Ignition

HubSpot

Jotform

Calendly

Airtable

LeadConnector

Pipedrive

Gmail

Mailchimp

Ignition

HubSpot

Jotform

Calendly

Airtable

LeadConnector

Ignition

HubSpot

Jotform

Calendly

Airtable

LeadConnector

Pipedrive

Gmail

Mailchimp

Join millions worldwide who automate their work using Zapier

Create new clients in Canopy for every new submission from Jotform

Create records in Zapier Tables whenever individual client info is updated in Canopy

Create new Constant Contact contacts from new individual clients in Canopy

Create new Canopy clients from new HubSpot contacts in list

Add new individual contacts in Canopy to update subscribers in Mailchimp

Create new Canopy clients from new Squarespace form submissions

Create new clients in Canopy for every new submission from Jotform

Create records in Zapier Tables whenever individual client info is updated in Canopy

Create new Constant Contact contacts from new individual clients in Canopy

Create new Canopy clients from new HubSpot contacts in list

Add new individual contacts in Canopy to update subscribers in Mailchimp

Create new Canopy clients from new Squarespace form submissions

New Business Client

New Individual Client

Create Business Client

Update Business Client

Finds a Business Client

Find or Create Business Client

Business Client Info Updated

Individual Client Info Updated

Create Individual Client

Update Individual Client

Finds an Individual Client

Find or Create Individual Client

About Canopy

Related categories

Popular Canopy Integrations

Popular Canopy Integrations