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Canopy + Typeform

Create individual contacts in Canopy for every new entry in Typeform

Streamline your data management process with this efficient workflow. When you get a new entry in Typeform, it will create an individual contact in Canopy, saving you time on manual data entry. Not only does this process keep your contact records updated, but it also optimizes your workflow, ensuring you can focus more on your core tasks.

Streamline your data management process with this efficient workflow. When you get a new entry in Typeform, it will create an individual contact in Canopy, saving you time on manual data entry. Not only does this process keep your contact records updated, but it also optimizes your workflow, ensuring you can focus more on your core tasks.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    CanopyCanopy
    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Form To DuplicateRequired

    • Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

    • Title of Your Duplicate Form (leave blank for same title)

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Canopy triggers, actions, and search

    New Business Client

    Triggers when a business client is created.

    Trigger
    Instant
    Try It
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

    Trigger
    Instant
    Try It
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.
Learn more

Related categories

  • Accounting
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