Canopy + SignRequest

Send SignRequest templates for updated Canopy business contacts

Stay on top of your business contact information with this efficient workflow that connects Canopy and SignRequest. When a contact's details are updated in the Canopy app, it instantly sends a SignRequest from a template in the SignRequest app, saving you time and ensuring your documents are always up-to-date with the latest contact information. Simplify your document process and keep your business running smoothly with this seamless automation.

When this happens...
Business Client Info Updated
Triggers when a business client's info is updated.
TriggerInstant
automatically do this!
Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

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
- Team
Trigger
Instant
Try It

- Team
Trigger
Instant
Try It
- Team
- TemplateRequired
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write

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
- Team
Trigger
Instant
Try It
- Team
- File
- File From URL
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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 SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.

Learn more Help

Related categories

Signatures

Canopy + SignRequest

Send SignRequest templates for updated Canopy business contacts

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 Document Declined

Team

New Document Signed

Team

Send SignRequest From Template

Team

Sender Email

Who Needs to Sign?

SignRequest Name

Custom SignRequest Email Subject

Custom Message

Send Automatic Reminders?

External ID

Signer First Name

Signer Last Name

Does This Signer Need to Sign?

Signer Needs to Approve Only?

Signing Order

Signer Language

Force Language

Mobile Phone Number to Verify

Advanced Signers Configuration

Advanced Tags Prefill

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

New Document Received

Team

Send SignRequest

Team

File

File From URL

Sender Email

Who Needs to Sign?

SignRequest Name

Custom SignRequest Email Subject

Custom Message

Send Automatic Reminders?

External ID

Signer First Name

Signer Last Name

Does This Signer Need to Sign?

Signer Needs to Approve Only?

Signing Order

Signer Language

Force Language

Mobile Phone Number to Verify

Advanced Signers Configuration

Advanced Tags Prefill

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body