Canopy Integrations
Practice Management Software for Accounting Firms
How to integrate with Canopy?
You can integrate with Canopy using Zapier workflow automation platform.
Top Canopy integrations
The most popular Canopy integration is Mailchimp.
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 individual client
Triggers when a new client is created.
triggerbyzapierNew 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 business client
Triggers when a business client is created.
triggerbyzapierIndividual client info updated
Triggers when an individual client's info is updated.
triggerbyzapier
Update 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
actionbyzapierCreate business contact
Creates a business contact.
actionbyzapier
Related Categories
Most often, Canopy is integrated with tools from Email Marketing category.