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Canopy + Ninja Forms

Create business contacts in Canopy from new Ninja Forms submissions

Effortlessly manage your new leads with this seamless workflow between Ninja Forms and Canopy. When a new form submission is received in Ninja Forms, this integration creates a business contact in Canopy to keep your contacts organized and easily accessible. Focus on growing your business and let this automation handle the contact management.

Effortlessly manage your new leads with this seamless workflow between Ninja Forms and Canopy. When a new form submission is received in Ninja Forms, this integration creates a business contact in Canopy to keep your contacts organized and easily accessible. Focus on growing your business and let this automation handle the contact management.

  1. When this happens...
    Ninja FormsNinja Forms
    New Form Submission

    Triggers when a form is submitted.

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

What does this mean?
  • Ninja Forms triggers, actions, and search

    New Form Submission

    Triggers when a form is submitted.

    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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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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