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Canopy + Squarespace

Create new Canopy clients from new Squarespace form submissions

Empower your Squarespace forms to feed directly into your Canopy system, enabling seamless creation of new individual clients. With this effortless workflow, every new entry captured on your Squarespace site is instantly added as a new client in Canopy, eliminating the need for manual data entry. This provides a practical solution for timely and efficient data management, ensuring all potential clients captured on your site are promptly accounted for in Canopy.

Empower your Squarespace forms to feed directly into your Canopy system, enabling seamless creation of new individual clients. With this effortless workflow, every new entry captured on your Squarespace site is instantly added as a new client in Canopy, eliminating the need for manual data entry. This provides a practical solution for timely and efficient data management, ensuring all potential clients captured on your site are promptly accounted for in Canopy.

  1. When this happens...
    SquarespaceSquarespace
    New Form Submission

    Triggers when form submission is submitted.

    TriggerInstant
  2. automatically do this!
    CanopyCanopy
    Create Individual Client

    Creates a new individual client.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    New Business Client

    Triggers when a business client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    New Individual Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Business Client

    Creates a business client.

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • 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
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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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