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Canopy + Instapage

Add new Instapage form submissions as individual contacts in Canopy

Effortlessly manage your contacts by connecting Instapage and Canopy. With this workflow, every time a form is submitted on Instapage, the contact information will be added to Canopy as an individual contact. Stay organized and save time by seamlessly transferring data between the two platforms.

Effortlessly manage your contacts by connecting Instapage and Canopy. With this workflow, every time a form is submitted on Instapage, the contact information will be added to Canopy as an individual contact. Stay organized and save time by seamlessly transferring data between the two platforms.

  1. When this happens...
    InstapageInstapage
    Form Submission

    Triggers when a new form is submitted.

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

What does this mean?
    • PageRequired

    • Help Text

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

    Create Individual Client

    Creates a new individual client.

    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 triggers, actions, and search

    Update Business Client

    updates a business client.

    Action
    Write
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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
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