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Canopy + Mailchimp

Update subscribers in Mailchimp when new business clients are added in Canopy

Stay connected with your new business clients from Canopy by updating your Mailchimp subscribers list seamlessly. This workflow begins when you secure a new business client in Canopy, and this event initiates an update or addition of a subscriber in your Mailchimp account. This automatic process enables effective communication, ensuring your new clients always receive your latest updates and offerings. Keep your marketing strategy on track with this simple yet effective workflow.

Stay connected with your new business clients from Canopy by updating your Mailchimp subscribers list seamlessly. This workflow begins when you secure a new business client in Canopy, and this event initiates an update or addition of a subscriber in your Mailchimp account. This automatic process enables effective communication, ensuring your new clients always receive your latest updates and offerings. Keep your marketing strategy on track with this simple yet effective workflow.

  1. When this happens...
    CanopyCanopy
    New Business Client

    Triggers when a business client is created.

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Add/Update Subscriber

    Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
  • 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

    Update Individual Client

    Updates a new individual client.

    Action
    Write
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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

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  • Accounting
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