Canopy + formless

Create new Canopy business clients from new formless responses

Streamline your workflow with this automation that activates when a new response is received in Formless. It effortlessly creates a new business client in Canopy, freeing up your time, reducing manual data entry and ensuring your business contacts are up-to-date and organized. Enhance your productivity with this efficient and seamless solution.

When this happens...
New Response
Triggers when a new response is submitted.
TriggerInstant
automatically do this!
Create Business Client
Creates a business client.
ActionWrite

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Supported triggers and actions

- ConversationRequired
Trigger
Instant
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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

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

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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