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.

When this happens...
New Individual Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Send Handwritten Card
Sends a handwritten card. Note: requires active payment method in your PenPals account.
ActionWrite

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Supported triggers and actions

New Business Client
Triggers when a business client is created.
Trigger
Instant
Try It
New Individual Client
Triggers when a new client is created.
Trigger
Instant
Try It
Create Business Client
Creates a business client.
Action
Write
Update Business Client
updates a business client.
Action
Write
- Business Name
- Email Address
- External ID
Action
Search

- Business Name
- Email Address
- External ID
Action
Search or write
- CardRequired
- MessageRequired
- Signature or Sign Off
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State
- Recipient Zip CodeRequired
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State
- Sender Zip CodeRequired
- Handwriting Style
- Ink Color
Action
Write

- CardRequired
- MessageRequired
- Signature or Sign Off
- Send DateRequired
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State
- Recipient Zip CodeRequired
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State
- Sender Zip CodeRequired
- Payment MethodRequired
- Handwriting Style
- Ink Color
Action
Write

Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
Try It
Individual Client Info Updated
Triggers when an individual client's info is updated.
Trigger
Instant
Try It
Create Individual Client
Creates a new individual client.
Action
Write
Update Individual Client
Updates a new individual client.
Action
Write
- First Name
- Last Name
- Email Address
- External ID
Action
Search
- First Name
- Last Name
- Email Address
- External ID
Action
Search or write
- First NameRequired
- Last Name
- Business
- Address Line 1Required
- Address Line 2
- CityRequired
- State
- Zip CodeRequired
Action
Write
- CardRequired
- MessageRequired
- Sign Off
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State
- Recipient Zip CodeRequired
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State
- Sender Zip CodeRequired
- Payment MethodRequired
- Handwriting Style
- Ink Color
Action
Write

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.

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