Canopy + SavvyCal
Create new clients in Canopy from new events in SavvyCal
Simplify your client management process with this automation which seamlessly connects SavvyCal and Canopy. When a new event is scheduled in SavvyCal, it triggers an instant creation of an individual client profile in Canopy. This not only saves time but ensures that each client data is organized and up-to-date, enhancing your business efficiency.
Simplify your client management process with this automation which seamlessly connects SavvyCal and Canopy. When a new event is scheduled in SavvyCal, it triggers an instant creation of an individual client profile in Canopy. This not only saves time but ensures that each client data is organized and up-to-date, enhancing your business efficiency.
- When this happens...New Event
Triggers when a new event is scheduled.
- automatically do this!Create Individual Client
Creates a new individual client.
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