Canopy Integrations

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QuickBooks Online

Accounting

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Ignition

Proposal & Invoice Management

Paths by Zapier

Developer Tools, Zapier

LeadConnector

Marketing Automation

Mailchimp

Email Newsletters

HubSpot

Marketing Automation

Gmail

Email, Google

QuickBooks Online

Accounting

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Ignition

Proposal & Invoice Management

Paths by Zapier

Developer Tools, Zapier

LeadConnector

Marketing Automation

QuickBooks Online

Accounting

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Ignition

Proposal & Invoice Management

Paths by Zapier

Developer Tools, Zapier

LeadConnector

Marketing Automation

Mailchimp

Email Newsletters

HubSpot

Marketing Automation

Gmail

Email, Google

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Quickly automate Canopy integrations with Zapier's templates

Send emails in Gmail for new business contacts in Canopy
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Canopy + Gmail
Update Google Sheets rows when Canopy business contacts are modified
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Canopy + Google Sheets
Add new Canopy contacts to MailerLite as subscribers
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Canopy
Add new Canopy business contacts to MailerLite as subscribers instantly
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Canopy
Update MailerLite subscribers when Canopy business contacts' info changes
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Canopy
Create Canopy contacts from new Dubsado lead projects
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Dubsado + Canopy
Create new Canopy contacts from Cognito Forms entries
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Cognito Forms + Canopy

Send emails in Gmail for new individual contacts in Canopy
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Canopy + Gmail

Send emails in Gmail for new business contacts in Canopy

Canopy + Gmail

Update Google Sheets rows when Canopy business contacts are modified

Canopy + Google Sheets

Add new Canopy contacts to MailerLite as subscribers

Canopy

Add new Canopy business contacts to MailerLite as subscribers instantly

Canopy

Update MailerLite subscribers when Canopy business contacts' info changes

Canopy

Create Canopy contacts from new Dubsado lead projects

Dubsado + Canopy

Create new Canopy contacts from Cognito Forms entries

Cognito Forms + Canopy

Send emails in Gmail for new individual contacts in Canopy

Canopy + Gmail

Supported triggers and actions

What does this mean?

New Business Contact
Triggers when a business contact is created.
Trigger
Instant
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New Individual Contact
Triggers when a new contact is created.
Trigger
Instant
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Create Business Contact
Creates a business contact.
Action
Write
Update Business Contact
updates a business contact.
Action
Write
- Business Name
- Email Address
- External ID
Action
Search

- Business Name
- Email Address
- External ID
Action
Search or write

Business Contact Info Updated
Triggers when a business contact's contact info is updated.
Trigger
Instant
Try It
Individual Contact Info Updated
Triggers when an individual contact's contact info is updated.
Trigger
Instant
Try It
Create Individual Contact
Creates a new individual contact.
Action
Write
Update Individual Contact
Updates a new individual contact.
Action
Write
- First Name
  Required if Last Name is used.
- Last Name
  Required if First Name is used.
- Email Address
- External ID
Action
Search
- First Name
  Required if Last Name is used.
- Last Name
  Required if First Name is used.
- 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

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Popular Canopy Integrations