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.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
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.
New business contact
Triggers when a business contact is created.
triggerbyzapierBusiness contact info updated
Triggers when a business contact's contact info is updated.
triggerbyzapierIndividual contact info updated
Triggers when an individual contact's contact info is updated.
triggerbyzapierNew individual contact
Triggers when a new contact is created.
triggerbyzapierNew business client
Triggers when a business client is created.
triggerbyzapierBusiness client info updated
Triggers when a business client's info is updated.
triggerbyzapier
Update individual contact
Updates a new individual contact.
actionbyzapierUpdate business contact
updates a business contact.
actionbyzapierFinds 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
actionbyzapierFinds 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.
actionbyzapierFind or create business contact
Find or create a business contact
actionbyzapierFind or create individual client
Find or create an individual client
actionbyzapier