Canopy + Formstack
Create business contacts in Canopy from new Formstack submissions
Effortlessly increase efficiency and eliminate manual data entry by connecting Formstack and Canopy. With this workflow, when a new submission is made in Formstack, it will create a business contact in Canopy. Keep all your new contacts organized in one place, without any additional effort.
Effortlessly increase efficiency and eliminate manual data entry by connecting Formstack and Canopy. With this workflow, when a new submission is made in Formstack, it will create a business contact in Canopy. Keep all your new contacts organized in one place, without any additional effort.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
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New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
New Business Client
Triggers when a business client is created.
Try ItNew Individual Client
Triggers when a new client is created.
Try It
FormRequired
Field identification
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Business Client Info Updated
Triggers when a business client's info is updated.
Try ItIndividual Client Info Updated
Triggers when an individual client's info is updated.
Try It
