Canopy + PenPals

Send PenPals handwritten cards to new individual clients in Canopy

Tax pros often rely on templated emails, which can feel impersonal. Whenever a new individual client is added in Canopy, this integration sends a personalized, handwritten PenPals card that arrives by mail. This seamless handwritten card automation improves first impressions and strengthens client trust.

Tax pros often rely on templated emails, which can feel impersonal. Whenever a new individual client is added in Canopy, this integration sends a personalized, handwritten PenPals card that arrives by mail. This seamless handwritten card automation improves first impressions and strengthens client trust.

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

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    PenPalsPenPals
    Send Handwritten Card

    Sends a handwritten card. Note: requires active payment method in your PenPals account.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • 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
canopy logo
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
penpals logo
penpals logo

About PenPals

PenPals is a service to automate handwritten cards for key moments, helping deliver a more personal touch to clients & prospects.

Related categories

  • Customer Appreciation