Canopy + Fillout Forms

Create new Canopy business clients from new Fillout Forms submissions

When a new submission is made in the Fillout Forms app, this workflow directly creates a new business client in Canopy. It not only boosts efficiency by instantly responding to form inputs but also enhances accuracy by populating each response in Canopy's client list swiftly. This process streamlines your information management, saving valuable time and effort.

When this happens...
New Submission
Triggers when a form receives a new submission.
TriggerInstant
automatically do this!
Create Business Client
Creates a business client.
ActionWrite

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Supported triggers and actions

- Form
Trigger
Instant
Try It
New Business Client
Triggers when a business client is created.
Trigger
Instant
Try It
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

- EmailsRequired
- Subject
- Message
- Form IDRequired
Action
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.

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