Connect B1G1 and Canopy to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate B1G1 with Canopy - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Engagement Impact Submission" from B1G1.
Add your action
An action happens after the trigger—such as "Create Business Client" in Canopy.
You’re connected!
Zapier seamlessly connects B1G1 and Canopy, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Engagement
Try ItTriggerPolling- Recurring ImpactRequired
- QuantityRequired
ActionWrite- Business Client Info Updated
Triggers when a business client's info is updated.
Try ItTriggerInstant - Individual Client Info Updated
Triggers when an individual client's info is updated.
Try ItTriggerInstant
- Favourite ProjectRequired
- Impact LevelRequired
- QuantityRequired
ActionWrite- New Business Client
Triggers when a business client is created.
Try ItTriggerInstant - New Individual Client
Triggers when a new client is created.
Try ItTriggerInstant - Create Business Client
Creates a business client.
ActionWrite
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