Canopy Integrations

Beta

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Zapier lets you connect Canopy with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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QuickBooks Online

Accounting, Premium

Google Sheets

Google, Spreadsheets

Google Contacts

Contact Management, Google

Calendly

Scheduling & Booking

Acuity Scheduling

Scheduling & Booking

Mailchimp

Email Newsletters

HubSpot

Marketing Automation

Slack

Team Chat

Microsoft Outlook

Email, Microsoft

Xero

Accounting, Premium

Gmail

Email, Google

JotForm

Forms & Surveys

Trello

Project Management

Google Drive

File Management & Storage, Google

Airtable

Databases

Google Forms

Forms & Surveys, Google

LeadConnector

Marketing Automation

ActiveCampaign

Marketing Automation

Square

Payment Processing

RingCentral

Phone & SMS

Typeform

Forms & Surveys

ClickUp

Project Management

Wufoo

Forms & Surveys

Practice Ignition

Proposal & Invoice Management

Constant Contact

Email Newsletters

Dubsado

CRM (Customer Relationship Management)

Alchemer

Forms & Surveys

Keap Max Classic

Marketing Automation, Premium

Proposify

Proposal & Invoice Management

TaxDome

Accounting, Beta

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho

Wix Automations

CRM (Customer Relationship Management)

OneDrive

File Management & Storage, Microsoft

Salesforce

CRM (Customer Relationship Management), Premium

ScheduleOnce

Scheduling & Booking

Close

CRM (Customer Relationship Management)

Microsoft Office 365

Email, Microsoft

Keap

CRM (Customer Relationship Management)

Wealthbox CRM

CRM (Customer Relationship Management)

Facebook Lead Ads

Ads & Conversion, Facebook, Premium

17hats

CRM (Customer Relationship Management)

Setmore Appointments

Scheduling & Booking

EZLynx

CRM (Customer Relationship Management)

Pipedrive

CRM (Customer Relationship Management)

Todoist

Task Management

Microsoft Excel

Microsoft, Spreadsheets

Cognito Forms

Forms & Surveys

Drip

Drip Emails

Formstack

Forms & Surveys

Insightly

CRM (Customer Relationship Management)

Formidable Forms

Forms & Surveys, WordPress

OneNote

Microsoft, Notes

Karbon

Project Management

Shopify

eCommerce, Premium

Kajabi

eCommerce

ConvertKit

Drip Emails

MailerLite

Email Newsletters

Wave

Accounting

DocuSign

Signatures

Mailgun

Transactional Email

Teamwork

Project Management

Redtail CRM

CRM (Customer Relationship Management)

Salesmsg

Phone & SMS

vcita

Beta, CRM (Customer Relationship Management)

Citrix ShareFile

File Management & Storage

Notion

Beta, Task Management

BannerSeason

Marketing Automation

AnswerConnect

Customer Support

AgencyZoom

CRM (Customer Relationship Management)

Mailbox Power

Beta, Marketing

Stripe

Payment Processing

Gravity Forms

Forms & Surveys, WordPress

ClickFunnels

Marketing Automation

Dropbox

File Management & Storage

Google Tasks

Google, Task Management

monday.com

Project Management

Intercom

Customer Support

Microsoft To Do

Microsoft, Task Management

WPForms

Forms & Surveys, WordPress

PayPal

Payment Processing, Premium

SurveyMonkey

Forms & Surveys

PandaDoc

Documents

AWeber

Email Newsletters

Pipefy

Project Management

Google Ads

Ads & Conversion, Google, Premium

Paperform

Forms & Surveys

Harvest

Time Tracking Software

Help Scout

Customer Support

SharpSpring

Marketing Automation

Freshsales Classic

CRM (Customer Relationship Management)

Capsule CRM

CRM (Customer Relationship Management)

SignNow

Signatures

Quotient

Proposal & Invoice Management

10to8 Online Booking

Scheduling & Booking

HelloSign

Signatures

Thryv

CRM (Customer Relationship Management)

Better Proposals

Proposal & Invoice Management

Dialpad

Phone & SMS

Fellow

Team Collaboration

Accelo

Project Management

PreciseFP

Forms & Surveys

GreenRope

CRM (Customer Relationship Management)

DialMyCalls

Phone & SMS

AnswerForce

Customer Support

ChargeOver

Payment Processing

Wix Answers

Customer Support

Azendoo

Project Management

Noko

Time Tracking Software

CallOnTheGo

Phone & SMS

ConvertCalculator

Beta, Forms & Surveys

PracticePanther Legal Software

CRM (Customer Relationship Management)

GoProposal

Beta, Proposal & Invoice Management

PitBullTax Software

Beta

GetPonyExpress.com

Beta, Marketing

Apptoto

Beta, Calendar

Get started with Canopy workflows

No Zap Templates for Canopy exist on Zapier at this time.

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Supported triggers and actions

What does this mean?

New Business Contact
Triggers when a business contact is created.
Trigger
Instant
Business Contact Info Updated
Triggers when a business contact's contact info is updated.
Trigger
Instant
New Individual Contact
Triggers when a new contact is created.
Trigger
Instant
Individual Contact Info Updated
Triggers when an individual contact's contact info is updated.
Trigger
Instant
Create Business Contact
Creates a business contact.
Action
Write

Create Individual Contact
Creates a new individual contact.
Action
Write
Update Business Contact
updates a business contact.
Action
Write

Update Individual Contact
Updates a new individual contact.
Action
Write

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

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

Accounting

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