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Airtable + Canopy

Update records in Airtable when new individual contacts are added in Canopy

Effortlessly keep your Canopy contacts and Airtable records aligned with this simple workflow. Whenever a new individual contact is added in Canopy, this automation will promptly update a corresponding record in Airtable. It provides an efficient solution to manually updating information across both platforms, ensuring data consistency while saving valuable time. Ideal for individuals or businesses who use both Canopy and Airtable to manage their contacts and records.

Effortlessly keep your Canopy contacts and Airtable records aligned with this simple workflow. Whenever a new individual contact is added in Canopy, this automation will promptly update a corresponding record in Airtable. It provides an efficient solution to manually updating information across both platforms, ensuring data consistency while saving valuable time. Ideal for individuals or businesses who use both Canopy and Airtable to manage their contacts and records.

  1. When this happens...
    CanopyCanopy
    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Update Record

    Update the values of specific cells in an Airtable record.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Canopy triggers, actions, and search

    New Business Client

    Triggers when a business client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    New Individual Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Business Client

    Creates a business client.

    Action
    Write
  • Canopy triggers, actions, and search

    Update Business Client

    updates a business client.

    Action
    Write
  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Individual Client

    Creates a new individual client.

    Action
    Write
  • Canopy triggers, actions, and search

    Update Individual Client

    Updates a new individual client.

    Action
    Write
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

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  • Databases

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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.
Learn moreHelp

Related categories

Related Zap Templates

  • Create Airtable records from new Canopy individual contacts effortlessly
  • Update Airtable records whenever individual contact info is updated in Canopy

Related Zap Templates

 

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