Canopy + SavvyCal

Create new clients in Canopy from new events in SavvyCal

Simplify your client management process with this automation which seamlessly connects SavvyCal and Canopy. When a new event is scheduled in SavvyCal, it triggers an instant creation of an individual client profile in Canopy. This not only saves time but ensures that each client data is organized and up-to-date, enhancing your business efficiency.

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

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Supported triggers and actions

What does this mean?

- Scheduling Links
Trigger
Instant
Try It
- Scheduling Links
Trigger
Instant
Try It
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

- Scheduling Links
Trigger
Instant
Try It
- WorkflowRequired
- ActionRequired
Trigger
Instant
Try It
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

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 SavvyCal

SavvyCal is scheduling software that makes it easy for both parties to find the best time to meet.

Learn more Help

Related categories

Scheduling & Booking

Canopy + SavvyCal

Create new clients in Canopy from new events in SavvyCal

Canceled Event

Scheduling Links

Rescheduled Event

Scheduling Links

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

New Event

Scheduling Links

Triggered Workflow

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

About SavvyCal

Related categories