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The following Canopy Triggers, Searches, Filters, and Actions are supported by Zapier:
- Create Business Contact
Creates a business contact.
- Create Individual Contact
Creates a new individual contact.
- Update Business Contact
updates a business contact.
- Update Individual Contact
Updates a new individual contact.
- Finds a Business Contact
Finds a business contact by name, email or external id. Must have one of the following filters: - Business Name- Email Address- External ID
- Finds an Individual Contact
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.
- Find or Create Business Contact
Find or create a business contact
- Find or Create Individual Client
Find or create an individual client