Canopy + Zapier Tables

Create records in Zapier Tables for new individual clients in Canopy

Each time a new client is added in your Canopy app, this workflow simplifies record management by creating a record for them in the Zapier Tables app. Handle client information efficiently, ensuring no important details slip through the cracks. This automation ensures consistent and organized record-keeping, improving your client management process.

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

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Supported triggers and actions

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
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- FieldRequired
- Summary FormulaRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Calculate FieldRequired
- Aggregate FunctionRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Name
- Description
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table NameRequired
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search or 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
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search

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

Related categories

Accounting

About Zapier Tables

Zapier Tables is a no-code database built for automation.

Learn more

Related categories

Related Zap Templates

Create records in Zapier Tables whenever individual client info is updated in Canopy

Create records in Zapier Tables for every new business client in Canopy

Canopy + Zapier Tables

Create records in Zapier Tables for new individual clients in Canopy

Supported triggers and actions

New Business Client

New Individual Client

Create Business Client

Update Business Client

Finds a Business Client

Find or Create Business Client

Trigger Zap Button Clicked

New or Updated Record

Summary Formula Updated

Calculate Summary Formula

Create Record

Duplicate Table

Update Record

Find Record

Find Table

Find or Create record

Business Client Info Updated

Individual Client Info Updated

Create Individual Client

Update Individual Client

Finds an Individual Client

Find or Create Individual Client

New or Updated or Deleted Record

New Record

Updated Record

Continue Zap Button Clicked

Delete Record

Increment Value

Update Trigger Button

Find Records (Output as Line Items)

Get Summary Formula Values

About Canopy

Related categories

About Zapier Tables

Related categories

Related Zap Templates

Related Zap Templates