Canopy + Constant Contact

Create new Constant Contact contacts from new individual clients in Canopy

Save time and effort in your client management process with this seamless workflow. When a new individual client is added in Canopy, it will create a contact in Constant Contact. This efficient automation not only ensures that no new client falls through the cracks, but also significantly streamlines your contacts management, allowing you to focus on your core business tasks.

When this happens...
New Individual Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is added to your account.
ActionWrite

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Supported triggers and actions

New Business Client
Triggers when a business client is created.
Trigger
Instant
Try It
New Individual Client
Triggers when a new client is created.
Trigger
Instant
Try It
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
New Contact
Triggers when a new contact is added to your account.
Trigger
Scheduled
Try It

New List
Triggers when a new list is added.
Trigger
Scheduled
Try It
- Contact IDRequired
- ListRequired
Action
Write
- Contact IDRequired
- ListRequired
Action
Write
- Contact IDRequired
- Update SourceRequired
- EmailRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- Anniversary
- Birthday Month
- Birthday Day
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Write
- EmailRequired
- Status
- Deleted Contact Warning
Action
Search

Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
Try It
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
- CampaignRequired
- Campaign ActivityRequired
Trigger
Scheduled
Try It
New Unsubscriber
Triggers when a contact Unsubscribes (Email Unsubscribed).
Trigger
Scheduled
Try It
- Create SourceRequired
- EmailRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- Anniversary
- Birthday Month
- Birthday Day
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Write
- Contact IDRequired
- TagsRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- EmailRequired
- Status
- Deleted Contact Warning
- Create SourceRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- Anniversary
- Birthday Month
- Birthday Day
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
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

About Constant Contact

Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.

Learn more

Related categories

Email Newsletters

Canopy + Constant Contact

Create new Constant Contact contacts from new individual clients in Canopy

Supported triggers and actions

New Business Client

New Individual Client

Create Business Client

Update Business Client

Finds a Business Client

Find or Create Business Client

New Contact

New List

Add Contact to List

Remove Contact From List

Update Contact

Find or Create Contact

Business Client Info Updated

Individual Client Info Updated

Create Individual Client

Update Individual Client

Finds an Individual Client

Find or Create Individual Client

New Email Open

New Unsubscriber

Create Contact

Tag Contact

API Request (Beta)

Find or Create Contact

About Canopy

Related categories

About Constant Contact

Related categories

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