Canopy + Ignition
Create new Ignition clients from new individual contacts in Canopy
Ensure a seamless transfer of newly added individual contacts in Canopy to Ignition through this straightforward integration. Whenever there is a fresh contact in Canopy, this workflow promptly takes up the task of creating a new client in Ignition. Transform the way you manage your contacts and clients, saving time and boosting efficiency.
Ensure a seamless transfer of newly added individual contacts in Canopy to Ignition through this straightforward integration. Whenever there is a fresh contact in Canopy, this workflow promptly takes up the task of creating a new client in Ignition. Transform the way you manage your contacts and clients, saving time and boosting efficiency.
- When this happens...New Individual Client
Triggers when a new client is created.
- automatically do this!Create Client
Creates a new client.
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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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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.
