Canopy + Textmagic

Canopy + Textmagic integrations

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 UpdatedTriggers when an individual client's info is updated.
TriggerInstant
automatically do this!
Create ContactCreates a new contact (or optionally edits an existing one).
ActionWrite

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More things you can do with Canopy and Textmagic

Discover other triggers and actions you can use with Canopy and Textmagic

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
Chat Updated
Triggers when chat is updated.
Trigger
Instant
Try It

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
New Unsubscriber
Triggers when someone unsubscribes from your communication.
Trigger
Instant
Try It
Ticket Updated
Triggers when ticket is updated.
Trigger
Instant
Try It
- List
  Required
- Contact
  Required
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Contact
  Required
- Assignee
  Required
Action
Write
- Pipeline
  Required
- Stage
  Required
- Title
  Required
- Amount
  Required
- Description
- Assignee
- Probability
- Estimated Close Date
- Contact
Action
Write
- Board
  Required
- Stage
  Required
- Title
  Required
- Priority
  Required
- Description
- Due date
- Assignee
- Contact
Action
Write
- Deal pipeline
  Required
- Deal
  Required
- Assignee
  Required
Action
Write
- Dedicated Number
  Required
- Forward Calls To
  Required
Action
Write
- Email
  Required
Action
Write
- Custom Field
  Required
- Contact
  Required
- 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
- Phone
  Required
- First Name
- Last Name
- Email
- Company Name
- Lists
- Edit Existing Contact When Found
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 Chat
Triggers when a new chat is created.
Trigger
Instant
Try It
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
New Ticket
Triggers when a new support ticket is created.
Trigger
Instant
Try It
Task Updated
Triggers when task is updated.
Trigger
Instant
Try It
- Phone
  Required
- First Name
- Last Name
- Email
- Company Name
- Lists
- Phone Number Format
- Country
- Edit Existing Contact When Found
Action
Write
- Name
- Shared
Action
Write
- Chat
  Required
- Assignee
  Required
Action
Write
- Task board
  Required
- Task
  Required
- Assignee
  Required
Action
Write
- Sender Id
  Required
- Subject
  Required
- Message
  Required
- Contacts
- Lists
- Emails
- From name
- Reply to email
Action
Write
- Inbox
  Required
- Subject
  Required
- Priority
  Required
- Requester
- Requester Email
- Assignee
- Tags
Action
Write
- List
  Required
- Contact
  Required
Action
Write
- Phone
  Required
- Country
Action
Write
- Text
  Required
- Phones
- Contacts
- Lists
- From
- Maximum SMS Parts Count
- Reference ID
- Phone Numbers Format
- Phone Numbers Country
- Schedule Message
- Timezone
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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

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

About Textmagic

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

Learn moreLearn moreHelpHelp

Related categories

Communication