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.

When this happens...
New Entry
Triggers when a form is submitted.
TriggerInstant
automatically do this!
Create Individual Client
Creates a new individual client.
ActionWrite

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Supported triggers and actions

- AgentRequired
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
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

- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
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

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 Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Learn more