Canopy Integrations

Canopy Help & Support

Do more with Canopy integrations

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Quickly automate Canopy integrations with Zapier's templates

Add new individual contacts in Canopy to update subscribers in Mailchimp
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Canopy + Mailchimp
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
Create new Ignition clients from new business contacts in Canopy
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Canopy + Ignition

Update Xero contacts when Canopy business contact info changes
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Canopy + Xero

Send SignRequest templates for updated Canopy business contacts
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Canopy + SignRequest

Add new individual contacts in Canopy to update subscribers in Mailchimp

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Canopy + Mailchimp

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

Create new Ignition clients from new business contacts in Canopy

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Canopy + Ignition

Update Xero contacts when Canopy business contact info changes

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Canopy + Xero

Send SignRequest templates for updated Canopy business contacts

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Canopy + SignRequest

Supported triggers and actions

What does this mean?

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
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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.

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Related categories

Accounting

Canopy Integrations

Canopy Help & Support

Do more with Canopy integrations

Google Sheets

Ignition

HubSpot

Calendly

Airtable

Jotform

LeadConnector

Pipedrive

Gmail

Google Sheets

Ignition

HubSpot

Calendly

Airtable

Jotform

Google Sheets

Ignition

HubSpot

Calendly

Airtable

Jotform

LeadConnector

Pipedrive

Gmail

Add new individual contacts in Canopy to update subscribers in Mailchimp

Create new Constant Contact contacts from new individual clients in Canopy

Create new Canopy clients from new HubSpot contacts in list

Create new Ignition clients from new business contacts in Canopy

Update Xero contacts when Canopy business contact info changes

Send SignRequest templates for updated Canopy business contacts

Add new individual contacts in Canopy to update subscribers in Mailchimp

Create new Constant Contact contacts from new individual clients in Canopy

Create new Canopy clients from new HubSpot contacts in list

Create new Ignition clients from new business contacts in Canopy

Update Xero contacts when Canopy business contact info changes

Send SignRequest templates for updated Canopy business contacts

New Business Client

New Individual Client

Create Business Client

Update Business Client

Finds a Business Client

Business Name

Email Address

External ID

Find or Create Business Client

Business Name

Email Address

External ID

Business Client Info Updated

Individual Client Info Updated

Create Individual Client

Update Individual Client

Finds an Individual Client

First Name

Last Name

Email Address

External ID

Find or Create Individual Client

First Name

Last Name

Email Address

External ID

About Canopy

Related categories

Popular Canopy Integrations

Popular Canopy Integrations