Canopy + EmailOctopus
Create and update EmailOctopus contacts when new individual clients are added in Canopy
Keep your EmailOctopus contact list up-to-date by seamlessly linking it with your Canopy client database. Whenever you add a new individual client in Canopy, this automation workflow will add or update the corresponding contact information in the EmailOctopus app. This ensures your contact list is always current, so you can efficiently manage and communicate with your client base.
Keep your EmailOctopus contact list up-to-date by seamlessly linking it with your Canopy client database. Whenever you add a new individual client in Canopy, this automation workflow will add or update the corresponding contact information in the EmailOctopus app. This ensures your contact list is always current, so you can efficiently manage and communicate with your client base.
- When this happens...New Individual Client
Triggers when a new client is created.
- automatically do this!Add/Update Contact
Adds a new contact to a list or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
