Canopy + Google Forms

Create individual clients in Canopy from new form responses in Google Forms

Streamline your workflow with this efficient automation. When you receive a new response in Google Forms, it will instantly create an individual client in the Canopy app. This process not only saves time but also ensures that no important client information gets lost in the transition. Enjoy a smoother, swifter workflow process with this easy-to-use tool.

When this happens...
New Form Response
Triggers when a new form response is received.
TriggerInstant
automatically do this!
Create Individual Client
Creates a new individual client.
ActionWrite

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Start free with Google

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
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

- FormRequired
Trigger
Instant
Try It
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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