Canopy Integrations
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Google Sheets
Google, Spreadsheets
QuickBooks Online
Accounting
LeadConnector
Marketing Automation
Ignition
Proposal & Invoice Management
Mailchimp
Email Newsletters
HubSpot
Marketing Automation
Paths by Zapier
Developer Tools, Zapier
Google Contacts
Contact Management, Google
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Developer Tools, ZapierGoogle Sheets
Google, SpreadsheetsQuickBooks Online
AccountingLeadConnector
Marketing AutomationIgnition
Proposal & Invoice ManagementMailchimp
Email NewslettersHubSpot
Marketing AutomationGoogle Sheets
Google, SpreadsheetsQuickBooks Online
AccountingLeadConnector
Marketing AutomationConnect your apps and automate workflows
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Get started with Canopy workflows
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- New Business ContactTriggers when a business contact is created.Trigger
- Business Contact Info UpdatedTriggers when a business contact's contact info is updated.Trigger
- New Individual ContactTriggers when a new contact is created.Trigger
- Individual Contact Info UpdatedTriggers when an individual contact's contact info is updated.Trigger
- Create Business ContactCreates a business contact.Action
- Create Individual ContactCreates a new individual contact.Action
- Update Business Contactupdates a business contact.Action
- Update Individual ContactUpdates a new individual contact.Action
- Canopy
Finds a business contact by name, email or external id. Must have one of the following filters: - Business Name- Email Address- External ID
Scheduled
Action
- Canopy
Finds an individual contact by first name, last name, email, and external id. Must have one of the following filters: - First Name and Last Name - Email Address - External ID.
Scheduled
Action
- Canopy
Find or create a business contact
Scheduled
Action
- Canopy
Find or create an individual client
Scheduled
Action
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