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Canopy Integrations

Accounting

Do more with Canopy integrations

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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Integrate Google Sheets with CanopyIntegrate Google Sheets with Canopy

Google Sheets

Google, Spreadsheets
Integrate Ignition with CanopyIntegrate Ignition with Canopy

Ignition

Proposal & Invoice Management
Integrate HubSpot with CanopyIntegrate HubSpot with Canopy

HubSpot

Marketing Automation
Integrate Webhooks by Zapier with CanopyIntegrate Webhooks by Zapier with Canopy

Webhooks by Zapier

Developer Tools, Zapier
Integrate Pipedrive with CanopyIntegrate Pipedrive with Canopy

Pipedrive

CRM (Customer Relationship Management)
Integrate Calendly with CanopyIntegrate Calendly with Canopy

Calendly

Scheduling & Booking
Integrate Formatter by Zapier with CanopyIntegrate Formatter by Zapier with Canopy

Formatter by Zapier

Documents, Zapier
Integrate LeadConnector with CanopyIntegrate LeadConnector with Canopy

LeadConnector

Marketing Automation
Integrate Gmail with CanopyIntegrate Gmail with Canopy

Gmail

Email, Google
Integrate Google Sheets with CanopyIntegrate Google Sheets with Canopy

Google Sheets

Google, Spreadsheets
Integrate Ignition with CanopyIntegrate Ignition with Canopy

Ignition

Proposal & Invoice Management
Integrate HubSpot with CanopyIntegrate HubSpot with Canopy

HubSpot

Marketing Automation
Integrate Webhooks by Zapier with CanopyIntegrate Webhooks by Zapier with Canopy

Webhooks by Zapier

Developer Tools, Zapier
Integrate Pipedrive with CanopyIntegrate Pipedrive with Canopy

Pipedrive

CRM (Customer Relationship Management)
Integrate Calendly with CanopyIntegrate Calendly with Canopy

Calendly

Scheduling & Booking
Integrate Google Sheets with CanopyIntegrate Google Sheets with Canopy

Google Sheets

Google, Spreadsheets
Integrate Ignition with CanopyIntegrate Ignition with Canopy

Ignition

Proposal & Invoice Management
Integrate HubSpot with CanopyIntegrate HubSpot with Canopy

HubSpot

Marketing Automation
Integrate Webhooks by Zapier with CanopyIntegrate Webhooks by Zapier with Canopy

Webhooks by Zapier

Developer Tools, Zapier
Integrate Pipedrive with CanopyIntegrate Pipedrive with Canopy

Pipedrive

CRM (Customer Relationship Management)
Integrate Calendly with CanopyIntegrate Calendly with Canopy

Calendly

Scheduling & Booking
Integrate Formatter by Zapier with CanopyIntegrate Formatter by Zapier with Canopy

Formatter by Zapier

Documents, Zapier
Integrate LeadConnector with CanopyIntegrate LeadConnector with Canopy

LeadConnector

Marketing Automation
Integrate Gmail with CanopyIntegrate Gmail with Canopy

Gmail

Email, Google

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Quickly automate Canopy integrations with Zapier's templates

  • Create Canopy business contacts for new Jotform submissions

    Details
    • Jotform logo
    • Canopy logo
    Jotform + Canopy
  • Send emails in Gmail for new business contacts in Canopy

    • Canopy logo
    • Gmail logo
    Canopy + Gmail
  • Update Google Sheets rows when Canopy business contacts are modified

    • Canopy logo
    • Google Sheets logo
    Canopy + Google Sheets
  • Create Canopy contacts from new Dubsado lead projects

    • Dubsado logo
    • Canopy logo
    Dubsado + Canopy
  • Create new Canopy contacts from Cognito Forms entries

    • Cognito Forms logo
    • Canopy logo
    Cognito Forms + Canopy
  • Send emails in Gmail for new individual contacts in Canopy

    • Canopy logo
    • Gmail logo
    Canopy + Gmail

Create Canopy business contacts for new Jotform submissions

Try it
  • Jotform logo
  • Canopy logo
Jotform + Canopy

Send emails in Gmail for new business contacts in Canopy

  • Canopy logo
  • Gmail logo
Canopy + Gmail

Update Google Sheets rows when Canopy business contacts are modified

  • Canopy logo
  • Google Sheets logo
Canopy + Google Sheets

Create Canopy contacts from new Dubsado lead projects

  • Dubsado logo
  • Canopy logo
Dubsado + Canopy

Create new Canopy contacts from Cognito Forms entries

  • Cognito Forms logo
  • Canopy logo
Cognito Forms + Canopy

Send emails in Gmail for new individual contacts in Canopy

  • Canopy logo
  • Gmail logo
Canopy + Gmail

Supported triggers and actions

What does this mean?
  • 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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canopy logo

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.
Learn more

Related categories

  • Accounting