Canopy + Ignition

Create new Ignition clients from new individual clients in Canopy

Streamline customer management by connecting Canopy and Ignition. With this workflow, every time a new individual client is added on Canopy, a corresponding client profile is created in Ignition. This integration not only enhances client management efficiency but also eliminates the need for manual data entry, ensuring accurate and timely updates across both platforms.

When this happens...
New Individual Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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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
Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
Try It

Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
Try It
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
Try It
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 NameRequired
- Default Contact NameRequired
- Default Contact EmailRequired
- 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

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 Help

Related categories

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.

Learn more Help

Related categories

Proposal & Invoice Management

Similar apps

Related Zap Templates

Create new Ignition clients from new business contacts in Canopy

Create new Ignition clients from new individual contacts in Canopy

Create new Ignition clients from new Canopy business clients

Canopy + Ignition

Create new Ignition clients from new individual clients in Canopy

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

Proposal Accepted

Proposal Completed

Proposal Moved to Awaiting Acceptance

Proposal Saved as Draft

Service Accepted by Client

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

Proposal Archived

Proposal Marked as Lost

Proposal Revoked

Classic Proposal State Changed

Create Client

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

About Canopy

Related categories

About Ignition

Related categories

Similar apps

Zoho Invoice

Wave

Qwilr

Related Zap Templates

Related Zap Templates