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Canopy + Formstack Integrations

How to connect Canopy + Formstack

Zapier lets you send info between Canopy and Formstack automatically—no code required.

When this happens...
CanopyCanopy
Business Contact Info Updated

Triggers when a business contact's contact info is updated.

automatically do this!
CanopyCanopy
Create Business Contact

Creates a business contact.

Supported triggers and actions

What does this mean?

How Canopy + Formstack Integrations Work

  1. Step 1: Authenticate Canopy + Formstack.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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canopy logo
canopy logo

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
formstack logo
formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn More

Related categories

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