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Quickly connect Canopy to Ignition with a Zapier template.

Our most popular template

Create new Ignition clients from new business contacts in Canopy
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Canopy + Ignition
Create new Ignition clients from new individual contacts in Canopy
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Canopy + Ignition
Create new Ignition clients from new Canopy business clients
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Canopy + Ignition
Create new Ignition clients from new individual clients in Canopy
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Canopy + Ignition

Create new Ignition clients from new business contacts in Canopy

Details

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Canopy + Ignition

Create new Ignition clients from new individual contacts in Canopy

Details

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Canopy + Ignition

Create new Ignition clients from new Canopy business clients

Details

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Canopy + Ignition

Create new Ignition clients from new individual clients in Canopy

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Canopy + Ignition

How Zapier works

Zapier makes it easy to integrate Canopy with Ignition - no code necessary. See how you can get setup in minutes.

Select a trigger from Canopy

A trigger is an event that starts your Zap and runs the workflow. For example, with Canopy, a trigger could be "New Business Client."

A trigger is the event that kicks off your automated workflow.

Setup an action from Ignition

An action is what takes place after the automation is triggered. For example, with Ignition, the action could be "Create Client."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Canopy to Ignition

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Canopy to Ignition integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Canopy + Ignition integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Canopy and Ignition

What is the primary way Canopy integrates with Ignition through our platform?

The primary way to integrate Canopy with Ignition through our platform is by setting up triggers and actions. For instance, when a new task is created in Canopy, it can trigger an action in Ignition, such as creating a corresponding opportunity or client update.

Can I customize triggers for specific events in Canopy to perform actions in Ignition?

Yes, you can customize triggers for specific events such as task completions or new file uploads in Canopy to perform various actions in Ignition. Our platform allows flexibility so you can tailor the integration to your workflow needs.

What types of actions can be automated between Canopy and Ignition?

You can automate various actions between Canopy and Ignition, such as creating projects, updating records, sending notifications, and even initiating billing processes based on specific triggers set off by events in either application.

Do I need any coding skills to integrate Canopy with Ignition using our service?

No coding skills are required to integrate Canopy with Ignition using our service. Our user-friendly interface allows you to set up and manage integrations with a few clicks using pre-defined triggers and actions.

How do I handle errors that occur during the integration process?

If an error occurs during the integration process between Canopy and Ignition, you will receive detailed logs that help you identify the issue. You can adjust your triggers or actions accordingly within our platform to resolve these errors.

Is it possible to test integrations before going live?

Yes, we provide a testing feature that allows you to preview how your integrations between Canopy and Ignition will function before activating them live. This ensures everything operates smoothly as per your defined triggers and actions.

Can we schedule specific times for certain integrations between Canopy and Ignition?

Yes, you have the ability to schedule specific times for when certain integrations should run between Canopy and Ignition. This scheduling helps manage workflows efficiently according to business hours or project timelines.

Connect Canopy and Ignition to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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Service Accepted by Client
Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Trigger
Instant
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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
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Trigger
Instant
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- Client Name
  Required
- Default Contact Name
  Required
- Default Contact Email
  Required
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write

Learn how to automate Canopy on the Zapier blog

Learn how to automate Ignition on the Zapier blog

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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Accounting

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

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