Loading

Canopy + Gravity Forms

Create new Canopy contacts from Gravity Forms submissions

Effortlessly streamline your contact management process with this Gravity Forms and Canopy workflow. When a new form submission occurs in Gravity Forms, this automation creates an individual contact in Canopy, saving you valuable time and ensuring accurate data entry. Set up this seamless integration to keep your contacts organized and up-to-date without any manual work.

Effortlessly streamline your contact management process with this Gravity Forms and Canopy workflow. When a new form submission occurs in Gravity Forms, this automation creates an individual contact in Canopy, saving you valuable time and ensuring accurate data entry. Set up this seamless integration to keep your contacts organized and up-to-date without any manual work.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    CanopyCanopy
    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    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
    • FormRequired

    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
  • Canopy triggers, actions, and search

    Create Business Client

    Creates a business client.

    Action
    Write
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.
Learn more

Related categories

  • Accounting
gravity-forms logo

Related categories

Similar apps

Formdesk integrationsFormdesk integrations

Formdesk

Forms & Surveys
Zoho Creator integrationsZoho Creator integrations

Zoho Creator

App Builder, Zoho
Formidable Forms integrationsFormidable Forms integrations

Formidable Forms

Forms & Surveys, WordPress