Canopy
Create new clients in Canopy when individual clients are added
Streamline your client management process in Canopy. With this workflow, each time you add a new individual client in Canopy, the system will instantly generate an individual client profile for them in the same app. This makes it effortless to keep your client database up-to-date and well-organized. Boost your productivity and focus on what's crucial - providing exceptional service to your clients.
Streamline your client management process in Canopy. With this workflow, each time you add a new individual client in Canopy, the system will instantly generate an individual client profile for them in the same app. This makes it effortless to keep your client database up-to-date and well-organized. Boost your productivity and focus on what's crucial - providing exceptional service to your clients.
- When this happens...
New Individual ClientTriggers when a new client is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Individual Client
Creates a new individual client.
ActionWriteCreate a new record or update an existing record in your app.
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New Business Client
Triggers when a business client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Individual Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Business Client
Creates a business client.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Business Client
updates a business client.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business Name
Email Address
External ID
ActionThis is an event a Zap performs.SearchFind existing data in your appBusiness Name
Email Address
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Business Client Info Updated
Triggers when a business client's info is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Individual Client Info Updated
Triggers when an individual client's info is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Individual Client
Creates a new individual client.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Individual Client
Updates a new individual client.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
External ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email Address
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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.
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Related Zap Templates
- Add new individual contacts in Canopy to update subscribers in Mailchimp
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- Create new Canopy clients from new Squarespace Forms form submissions
- Update Google Sheets rows each time individual client info is updated in Canopy
- Create new Canopy clients from new Calendly invitees
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- Create new Canopy business clients from updated Google Sheets rows
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- Update Flodesk subscribers when Canopy business client info is updated
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- Create new Canopy business clients from new rows in Microsoft Excel table
- Create new Canopy business clients from new formless responses
- Create new Canopy clients from new Cognito Forms entries
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- Create individual clients in Canopy for new subscribers in Mailchimp segments or tags
- Create new Canopy clients from new Typeform entries
- Add new tagged contacts in systeme.io to create individual clients in Canopy
- Send outbound emails for new individual clients with Canopy and Email by Zapier
- Create individual clients in Canopy from new rows in Google Sheets
- Update Canopy clients when Wealthbox CRM contacts are updated
- Update your Google Sheets rows each time a new individual client is added in Canopy
- Create new Canopy business clients from new Cognito Forms entries
- Update contacts in Constant Contact when business clients' info is updated in Canopy