Canopy + Ignition
Create new Ignition clients from new Canopy business clients
Streamline your workflow with this efficient process. Whenever you add a new business client in Canopy, a client record will be created in Ignition simultaneously. This saves time on manual data entry and ensures accuracy across both platforms. Enhance your productivity and client management process with this seamless integration.
Streamline your workflow with this efficient process. Whenever you add a new business client in Canopy, a client record will be created in Ignition simultaneously. This saves time on manual data entry and ensures accuracy across both platforms. Enhance your productivity and client management process with this seamless integration.
- When this happens...New Business Client
Triggers when a business client is created.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
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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About Ignition
Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
