Create new Canopy clients from new Squarespace form submissions
Empower your Squarespace forms to feed directly into your Canopy system, enabling seamless creation of new individual clients. With this effortless workflow, every new entry captured on your Squarespace site is instantly added as a new client in Canopy, eliminating the need for manual data entry. This provides a practical solution for timely and efficient data management, ensuring all potential clients captured on your site are promptly accounted for in Canopy.
Empower your Squarespace forms to feed directly into your Canopy system, enabling seamless creation of new individual clients. With this effortless workflow, every new entry captured on your Squarespace site is instantly added as a new client in Canopy, eliminating the need for manual data entry. This provides a practical solution for timely and efficient data management, ensuring all potential clients captured on your site are promptly accounted for in Canopy.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create Individual Client
Creates a new individual client.
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FormRequired
Try ItNew Business Client
Triggers when a business client is created.
Try ItNew Individual Client
Triggers when a new client is created.
Try ItCreate Business Client
Creates a business client.
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Business Client Info Updated
Triggers when a business client's info is updated.
Try ItIndividual Client Info Updated
Triggers when an individual client's info is updated.
Try ItCreate Individual Client
Creates a new individual client.