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Canopy + Ontraport

Create new Canopy business contacts from Ontraport contacts

Easily manage your business contacts across platforms with this Ontraport to Canopy integration. When a new contact is added to your Ontraport account, this automation will create a business contact in your Canopy account, ensuring a seamless process for keeping your contacts organized and up-to-date. Say goodbye to manual entry and streamline your contact management tasks today.

Easily manage your business contacts across platforms with this Ontraport to Canopy integration. When a new contact is added to your Ontraport account, this automation will create a business contact in your Canopy account, ensuring a seamless process for keeping your contacts organized and up-to-date. Say goodbye to manual entry and streamline your contact management tasks today.

  1. When this happens...
    OntraportOntraport
    New Contact

    Triggers when a new contact is added to Ontraport.

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

What does this mean?
  • Ontraport triggers, actions, and search

    New Contact

    Triggers when a new contact is added to Ontraport.

    Trigger
    Scheduled
    Try It
    • Product IdRequired

    Trigger
    Instant
    Try It
    • Product IdRequired

    Trigger
    Instant
    Try It
    • Email

    • Last Name

    • First Name

    • Address

    • City

    • State

    • Zip Code

    • Address Line 2

    • Country

    • Office Phone

    • SMS Number

    • Birthday

    • Title

    • Fax

    • Website

    • Company

    • First Campaign

    • First Content

    • First Lead Source

    • First Medium

    • First Term

    • Last Campaign

    • Last Content

    • Last Lead Source

    • Last Medium

    • Last Term

    • Facebook

    • Instagram

    • Twitter

    • Linkedin

    • Profile Image

    • Sequence

    • Tag

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Object TypeRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Object TypeRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    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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