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B1G1 + Canopy

Create new B1G1 impacts whenever new business contacts are added in Canopy

With each New Business Contact you introduce in Canopy, you can also seamlessly contribute to your chosen cause, thanks to this workflow. The moment a new contact appears in Canopy, a Recurring Impact gets promptly added to your cart in B1G1. This effective virtual integration ensures each new connection you make also supports your social responsibility efforts, enhancing your role in creating a better world.

With each New Business Contact you introduce in Canopy, you can also seamlessly contribute to your chosen cause, thanks to this workflow. The moment a new contact appears in Canopy, a Recurring Impact gets promptly added to your cart in B1G1. This effective virtual integration ensures each new connection you make also supports your social responsibility efforts, enhancing your role in creating a better world.

  1. When this happens...
    CanopyCanopy
    TriggerScheduled
  2. automatically do this!
    B1G1B1G1
    Add Recurring Impact to Cart

    Adds Recurring Impacts to your Cart.

    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 B1G1

Embed giving into the heart of your business model and activities through B1G1’s giving platform
Learn moreHelp

Related categories

  • Fundraising
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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.

Related categories