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Brevo + Canopy

Add or update Brevo contacts every time new individual clients are created in Canopy

Create an efficient workflow that keeps your contacts updated across multiple apps. Whenever a new individual client is added in Canopy, this system will instantly add or update the contact in Brevo. By ensuring continuous updates, it provides a convenient solution to contact management, saving you valuable time and effort.

When this happens...
New Individual ClientTriggers when a new client is created.
TriggerInstant
automatically do this!
(Deprecated) Add or Update ContactThis action is deprecated, use "Contact Create or Update" instead. Adds or updates a contact.
ActionWrite

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More things you can do with Canopy and Brevo

Discover other triggers and actions you can use with Canopy and Brevo

New Business Client
Triggers when a business client is created.
Trigger
Instant
Try It
New Individual Client
Triggers when a new client is created.
Trigger
Instant
Try It
Create Business Client
Creates a business client.
Action
Write
Update Business Client
updates a business client.
Action
Write
- Business Name
- Email Address
- External ID
Action
Search

- Business Name
- Email Address
- External ID
Action
Search or write
- Campaign Status
  Required
Trigger
Polling
Try It

Company Added
Triggers when a company is created in Brevo.
Trigger
Polling
Try It
Contact Added
Triggers when a Brevo contact is added.
Trigger
Polling
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
Deal Added
Triggers when a deal is created in Brevo.
Trigger
Polling
Try It
Deal Updated
Triggers when a deal is updated in Brevo.
Trigger
Polling
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if the company already exist
  Required
- Company name or ID
  Required
- Use Category IDs for Attributes
Action
Write
- Company name or ID
  Required
Action
Write
- Contact Identifier Type
  Required
- Contact Identifier
Action
Write
- Deal name or ID
  Required
Action
Write
- Event name
  Required
- Contact Identifier Type
  Required
- Contact Identifier
  Required
- Event properties
Action
Write
- Record type
  Required
Action
Write
- Sender Name
  Required
- Test Mobile Number
  Required
- Recipient Mobile Number
  Required
- Message Content
  Required
- Tag(s)
- Unicode Content
- Message Prefix
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
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Individual Client Info Updated
Triggers when an individual client's info is updated.
Trigger
Instant
Try It
Create Individual Client
Creates a new individual client.
Action
Write
Update Individual Client
Updates a new individual client.
Action
Write
- First Name
- Last Name
- Email Address
- External ID
Action
Search
- First Name
- Last Name
- Email Address
- External ID
Action
Search or write
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
Company Updated
Triggers when a company is updated in Brevo.
Trigger
Polling
Try It
- Description of the webhook to be displayed in Brevo
- List Name
  Required
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
Trigger
Instant
Try It
Deal Stage Updated
Triggers when a deal's stage is updated in Brevo.
Trigger
Polling
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if Contact Exists
  Required
- Email
- Mobile number of contact (SMS)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Attributes (Deprecated)
- Treat values as category ID for attributes of type `category`
Action
Write
- Company Name or ID
  Required
Action
Write
- Update if Contact Exists
  Required
- Contact Identifier Type
  Required
- Email
- Mobile number of contact (SMS)
- Whatsapp number of contact
- External identifier of contact
- Brevo contact ID (update only)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Treat Category Values as IDs for Category type Contact Attributes
Action
Write
- Update if the deal already exist
  Required
- Deal name or ID
  Required
- Use Category IDs for Attributes
- Deal Pipeline
  Required
- Deal Stage
  Required
Action
Write
- Deal name or ID
  Required
Action
Write
- Record type
  Required
Action
Write
- To
  Required
- Cc
- Bcc
- Sender Name
- Sender Email
  Required
- Reply to Name
- Reply to Email
  Required
- Subject
  Required
- HTML Content
- Text Content
- Attachments Url
- Attachment Files
- Tags
Action
Write
- Email of contact
  Required
- Lists to unsubscribe
  Required
Action
Write

About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Learn moreLearn moreHelpHelp

Related categories

Email Newsletters

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.

HelpHelp

Related categories

Accounting

Related Zap Templates

Manage new Canopy clients by adding or updating contacts in Brevo

Related Zap Templates

Manage new Canopy clients by adding or updating contacts in Brevo