Canopy + Review Harvest

Send review requests in Review Harvest when business client info is updated in Canopy

Ensure your client's information stays updated across all platforms with this automated workflow between Canopy and Review Harvest. Once a change is made to a business client's details in Canopy, this process prompts Review Harvest to send a review request. It's an efficient way to maintain communication with your clients and encourages engagement and feedback for your services.

Ensure your client's information stays updated across all platforms with this automated workflow between Canopy and Review Harvest. Once a change is made to a business client's details in Canopy, this process prompts Review Harvest to send a review request. It's an efficient way to maintain communication with your clients and encourages engagement and feedback for your services.

  1. When this happens...
    CanopyCanopy
    Business Client Info Updated

    Triggers when a business client's info is updated.

    TriggerInstant
  2. automatically do this!
    Review HarvestReview Harvest
    Send Review Request

    Adds a contact into Review Harvest and schedules a Review Request to be sent

    ActionWrite
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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.
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Related categories

  • Accounting
review-harvest logo
review-harvest logo

About Review Harvest

Review Harvest is a platform that helps businesses get more reviews.

Related categories

  • Reviews