Canopy + Google Contacts

Canopy + Google Contacts integrations

Create individual clients in Canopy for new contacts in Google Contacts

Take the hassle out of your workflow by directly adding your new Google Contacts to your client list in Canopy. With this automation, whenever you add a new contact in Google Contacts, they will be also added as an individual client in Canopy seamlessly. It's an efficient solution to keep your contacts and clients updated across both platforms without manual input.

When this happens...
New ContactTriggers when a contact is created.
TriggerPolling
automatically do this!
Create Individual ClientCreates a new individual client.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Google Contacts and Canopy

Discover other triggers and actions you can use with Google Contacts and Canopy

New or Updated Contact
Triggers when a contact is created or updated.
Trigger
Polling
Try It
New Contact
Triggers when a contact is created.
Trigger
Polling
Try It
Create Contact
Creates a new contact.
Action
Write
- Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Search_by
  Required
Action
Search or 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

New Group
Triggers when a group is created.
Trigger
Polling
Try It
- Contact
  Required
- Group
  Required
Action
Write
- Contact
  Required
- Phone Number
- Additional Phone Numbers
Action
Write
- Contact
- Photo
  Required
Action
Write
- Search_by
  Required
Action
Search
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.

Learn moreLearn moreHelpHelp

Related categories

Accounting

About Google Contacts

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.

Learn moreLearn moreHelpHelp

Related categories

Contact Management

Google

Similar apps

Microsoft Office 365

Email, Microsoft

Zoho Mail

Email, Zoho