Canopy

Canopy Integrations

Practice Management Software for Accounting Firms

How to integrate with Canopy?

You can integrate with Canopy using Zapier workflow automation platform.

Automation platforms that support Canopy

Canopy is supported by 1 workflow automation platform. Automation platforms allow you to integrate Canopy with many other SaaS applications without developing connectors and dealing with APIs.

Use Zapier no-code automation platform to visually design and build your Canopy workflows.

Supported Canopy Triggers and Actions

We have collected all Canopy triggers and actions that you can use to build your workflow.

Below you can find 8 triggers and 16 actions from 1 integration service.

  • Canopy

    New business contact

    Triggers when a business contact is created.

    zapier
    triggerbyzapier
  • Canopy

    Business contact info updated

    Triggers when a business contact's contact info is updated.

    zapier
    triggerbyzapier
  • Canopy

    Individual contact info updated

    Triggers when an individual contact's contact info is updated.

    zapier
    triggerbyzapier
  • Canopy

    New individual contact

    Triggers when a new contact is created.

    zapier
    triggerbyzapier
  • Canopy

    New business client

    Triggers when a business client is created.

    zapier
    triggerbyzapier
  • Canopy

    Business client info updated

    Triggers when a business client's info is updated.

    zapier
    triggerbyzapier
  • Canopy

    Update individual contact

    Updates a new individual contact.

    zapier
    actionbyzapier
  • Canopy

    Update business contact

    updates a business contact.

    zapier
    actionbyzapier
  • Canopy

    Finds a business contact

    Finds a business contact by name, email or external id. Must have one of the following filters: - Business Name- Email Address- External ID

    zapier
    actionbyzapier
  • Canopy

    Finds an individual contact

    Finds an individual contact by first name, last name, email, and external id. Must have one of the following filters: - First Name and Last Name - Email Address - External ID.

    zapier
    actionbyzapier
  • Canopy

    Find or create business contact

    Find or create a business contact

    zapier
    actionbyzapier
  • Canopy

    Find or create individual client

    Find or create an individual client

    zapier
    actionbyzapier

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