Canopy Integrations

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Integrate Google Sheets with Canopy

Integrate Google Sheets with Canopy

Google Sheets

Google, Spreadsheets

Integrate HubSpot with Canopy

Integrate HubSpot with Canopy

HubSpot

Marketing Automation

Integrate Ignition with Canopy

Integrate Ignition with Canopy

Ignition

Proposal & Invoice Management

Integrate Webhooks by Zapier with Canopy

Integrate Webhooks by Zapier with Canopy

Webhooks by Zapier

Developer Tools, Zapier

Integrate Calendly with Canopy

Integrate Calendly with Canopy

Calendly

Scheduling & Booking

Integrate Formatter by Zapier with Canopy

Integrate Formatter by Zapier with Canopy

Formatter by Zapier

Documents, Zapier

Integrate Pipedrive with Canopy

Integrate Pipedrive with Canopy

Pipedrive

CRM (Customer Relationship Management)

Integrate LeadConnector with Canopy

Integrate LeadConnector with Canopy

LeadConnector

Marketing Automation

Integrate Gmail with Canopy

Integrate Gmail with Canopy

Gmail

Email, Google

Integrate Google Sheets with Canopy

Integrate Google Sheets with Canopy

Google Sheets

Google, Spreadsheets

Integrate HubSpot with Canopy

Integrate HubSpot with Canopy

HubSpot

Marketing Automation

Integrate Ignition with Canopy

Integrate Ignition with Canopy

Ignition

Proposal & Invoice Management

Integrate Webhooks by Zapier with Canopy

Integrate Webhooks by Zapier with Canopy

Webhooks by Zapier

Developer Tools, Zapier

Integrate Calendly with Canopy

Integrate Calendly with Canopy

Calendly

Scheduling & Booking

Integrate Formatter by Zapier with Canopy

Integrate Formatter by Zapier with Canopy

Formatter by Zapier

Documents, Zapier

Integrate Google Sheets with Canopy

Integrate Google Sheets with Canopy

Google Sheets

Google, Spreadsheets

Integrate HubSpot with Canopy

Integrate HubSpot with Canopy

HubSpot

Marketing Automation

Integrate Ignition with Canopy

Integrate Ignition with Canopy

Ignition

Proposal & Invoice Management

Integrate Webhooks by Zapier with Canopy

Integrate Webhooks by Zapier with Canopy

Webhooks by Zapier

Developer Tools, Zapier

Integrate Calendly with Canopy

Integrate Calendly with Canopy

Calendly

Scheduling & Booking

Integrate Formatter by Zapier with Canopy

Integrate Formatter by Zapier with Canopy

Formatter by Zapier

Documents, Zapier

Integrate Pipedrive with Canopy

Integrate Pipedrive with Canopy

Pipedrive

CRM (Customer Relationship Management)

Integrate LeadConnector with Canopy

Integrate LeadConnector with Canopy

LeadConnector

Marketing Automation

Integrate Gmail with Canopy

Integrate Gmail with Canopy

Gmail

Email, Google

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Quickly automate Canopy integrations with Zapier's templates

Create new Ignition clients from new Canopy business clients
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Canopy + Ignition
Update vcita clients whenever individual client info is updated in Canopy
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Canopy + vcita
Create new vcita clients from new Canopy business clients
Details
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Canopy + vcita
Create new vcita clients from new individual clients in Canopy
Details
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Canopy + vcita

Create new Canopy business clients from new Calendly invitees
Details
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Calendly + Canopy

Update vcita clients whenever business client information is updated in Canopy
Details
Try it
Canopy + vcita

Create new Ignition clients from new Canopy business clients

Canopy + Ignition

Update vcita clients whenever individual client info is updated in Canopy

Canopy + vcita

Create new vcita clients from new Canopy business clients

Canopy + vcita

Create new vcita clients from new individual clients in Canopy

Canopy + vcita

Create new Canopy business clients from new Calendly invitees

Calendly + Canopy

Update vcita clients whenever business client information is updated in Canopy

Canopy + vcita

Supported triggers and actions

What does this mean?

New Business Client
Triggers when a business client is created.
Trigger
Instant
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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

Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
Try It
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

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

Popular Canopy Integrations