Canopy + Textmagic

Update Textmagic contacts when Canopy client information changes

Keep your Textmagic contacts updated with this automation workflow. Each time you change the details of an individual client in Canopy, this process comes into play, generating a new contact in Textmagic with the updated information. This helps ensure your Textmagic contacts always reflect the most current client information from your Canopy system without any manual intervention.

When this happens...
Individual Client Info Updated
Triggers when an individual client's info is updated.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact (or optionally edits an existing one).
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
New Incoming Call
Triggers when someone calls your TextMagic number.
Trigger
Instant
Try It

New Incoming Message
Triggers when a new incoming message is received.
Trigger
Instant
Try It
- PhoneRequired
- First Name
- Last Name
- Email
- Company Name
- Lists
- Phone Number Format
- Country
- Edit Existing Contact When Found
Action
Write
- Name
- Shared
Action
Write
- ContactRequired
- AssigneeRequired
Action
Write
- Sender IdRequired
- SubjectRequired
- MessageRequired
- Contacts
- Lists
- Emails
- From name
- Reply to email
Action
Write
- ListRequired
- ContactRequired
Action
Write
- PhoneRequired
- Country
Action
Write
- TextRequired
- Phones
- Contacts
- Lists
- From
- Maximum SMS Parts Count
- Reference ID
- Phone Numbers Format
- Phone Numbers Country
- Schedule Message
- Timezone
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- List Name
- Include Shared Lists?
Action
Search
- List Name
- Include Shared Lists?
- Name
- Shared
Action
Search or 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
New Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Trigger
Instant
Try It
New Unsubscriber
Triggers when someone unsubscribes from your communication.
Trigger
Instant
Try It
- ListRequired
- ContactRequired
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- Task boardRequired
- TaskRequired
- AssigneeRequired
Action
Write
- Deal pipelineRequired
- DealRequired
- AssigneeRequired
Action
Write
- Dedicated NumberRequired
- Forward Calls ToRequired
Action
Write
- EmailRequired
Action
Write
- Custom FieldRequired
- ContactRequired
- Custom Field Value
Action
Write
- Contact Search Query
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
Action
Search
- Contact Search Query
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
- PhoneRequired
- First Name
- Last Name
- Email
- Company Name
- Lists
- Edit Existing Contact When Found
Action
Search or 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.

Learn more

Related categories

Accounting

About Textmagic

Textmagic is a business messaging service for sending SMS broadcasts, email campaigns, notifications, alerts, reminders, and confirmations.

Learn more

Related categories

Communication

Canopy + Textmagic

Update Textmagic contacts when Canopy client information changes

New Business Client

New Individual Client

Create Business Client

Update Business Client

Finds a Business Client

Find or Create Business Client

New Incoming Call

New Incoming Message

Create Contact

Create List

Assign Contact

Send Email Campaign

Remove Contact From List

Look Up Phone Number

Send SMS

API Request (Beta)

Find List

Find or Create List

Business Client Info Updated

Individual Client Info Updated

Create Individual Client

Update Individual Client

Finds an Individual Client

Find or Create Individual Client

New Missed Call

New Unsubscriber

Add Contact to List

Add Tags to Contact

Assign Task

Assign Deal

Change Forwarding Number

Look Up Email

Set Custom Field Value

Find Contact

Find or Create Contact

About Canopy

Related categories

About Textmagic

Related categories