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Canopy + GoCanvas

Create business contacts in Canopy from new GoCanvas submissions

Effortlessly streamline your data entry process with this powerful GoCanvas and Canopy workflow. When new submissions come in through your GoCanvas app, this automation will create a business contact within Canopy, making sure all your important contact information is readily available in one central location. Save time and keep your contact records organized with this seamless integration.

Effortlessly streamline your data entry process with this powerful GoCanvas and Canopy workflow. When new submissions come in through your GoCanvas app, this automation will create a business contact within Canopy, making sure all your important contact information is readily available in one central location. Save time and keep your contact records organized with this seamless integration.

  1. When this happens...
    GoCanvasGoCanvas
    New Submission

    Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.

    TriggerInstant
  2. automatically do this!
    CanopyCanopy
    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger Mid Workflow

    • App NameRequired

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item Description

    • Assign Item To

    • Schedule At

    Action
    Write
  • Canopy triggers, actions, and search

    New Business Client

    Triggers when a business client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    New Individual Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    Trigger
    Instant
    Try It
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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.
Learn more

Related categories

  • Accounting
gocanvas logo
gocanvas logo

About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

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