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17hats + Canopy

Create Canopy business contacts from new 17hats contacts

Effortlessly manage your contacts across both 17hats and Canopy apps with this seamless workflow. When a new contact is added in 17hats, it will automatically create a business contact in Canopy, keeping your contact information up-to-date and organized in both platforms. Save time and streamline your client management process with this easy-to-use automation.

Effortlessly manage your contacts across both 17hats and Canopy apps with this seamless workflow. When a new contact is added in 17hats, it will automatically create a business contact in Canopy, keeping your contact information up-to-date and organized in both platforms. Save time and streamline your client management process with this easy-to-use automation.

  1. When this happens...
    17hats17hats
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    CanopyCanopy
    ActionWrite
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Supported triggers and actions

What does this mean?
  • 17hats triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Is Company?Required

    • First NameRequired

    • TypeRequired

    • Last Name

    • Title

    • Company Name

    • Primary E-mail Address

    • Other E-mail Addresses

    • Primary Phone Number

    • Other Phone Numbers

    • Address Line 1

    • Address Line 2

    • City

    • State

    • ZIP Code

    • Country

    • Birthday

    • Facebook Id

    • Instagram Id

    • Linkedin Id

    • Referred By

    • Twitter Id

    • Pinterest Id

    • Website

    • Tags

    • Notes

    Action
    Write
    • NameRequired

    • Company Name

    • Email

    • Phone Number

    Action
    Search
  • Canopy triggers, actions, and search

    New Business Client

    Triggers when a business client is created.

    Trigger
    Instant
    Try It
  • 17hats triggers, actions, and search

    Updated Contact

    Triggers when an already existing contact is updated.

    Trigger
    Instant
    Try It
    • ContactRequired

    • Is Company?Required

    • First NameRequired

    • TypeRequired

    • Last Name

    • Title

    • Company Name

    • Primary E-mail Address

    • Other E-mail Addresses

    • Primary Phone Number

    • Other Phone Numbers

    • Address Line 1

    • Address Line 2

    • City

    • State

    • ZIP Code

    • Country

    • Birthday

    • Facebook Id

    • Instagram Id

    • Linkedin Id

    • Referred By

    • Twitter Id

    • Pinterest Id

    • Website

    • Tags

    • Notes

    Action
    Write
    • NameRequired

    • Company Name

    • Email

    • Phone Number

    • Is Company?Required

    • First NameRequired

    • TypeRequired

    • Last Name

    • Title

    • Primary E-mail Address

    • Other E-mail Addresses

    • Primary Phone Number

    • Other Phone Numbers

    • Address Line 1

    • Address Line 2

    • City

    • State

    • ZIP Code

    • Country

    • Birthday

    • Facebook Id

    • Instagram Id

    • Linkedin Id

    • Referred By

    • Twitter Id

    • Pinterest Id

    • Website

    • Tags

    • Notes

    Action
    Search or write
  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

    Trigger
    Instant
    Try It
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About 17hats

17hats is a premiere business platform that provides you with a suite of business solutions to help organize, systemize, and grow your business.
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Related categories

  • CRM (Customer Relationship Management)

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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.

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