Canopy + Typeform
Create new Canopy clients from new Typeform entries
This workflow begins when there's a new entry in your Typeform. It then creates an individual client in your Canopy app immediately. This enables a seamless transition of data between the two platforms, saving you time and reducing the chances of manual entry errors. So you can focus more on your client interactions and less on administrative tasks.
This workflow begins when there's a new entry in your Typeform. It then creates an individual client in your Canopy app immediately. This enables a seamless transition of data between the two platforms, saving you time and reducing the chances of manual entry errors. So you can focus more on your client interactions and less on administrative tasks.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Create Individual Client
Creates a new individual client.
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FormRequired
Try ItForm 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)
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Business Client
Triggers when a business client is created.
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title of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
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)
Business Client Info Updated
Triggers when a business client's info is updated.
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