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Canopy + Unbounce

Create new Canopy contacts from Unbounce form submissions

Automate the process of updating your Canopy contacts with this handy workflow. Whenever there's a new form submission in Unbounce, the system will create an individual contact within Canopy, keeping your contact list up-to-date without any manual effort. Now you can focus on engaging with your audience and expanding your network.

Automate the process of updating your Canopy contacts with this handy workflow. Whenever there's a new form submission in Unbounce, the system will create an individual contact within Canopy, keeping your contact list up-to-date without any manual effort. Now you can focus on engaging with your audience and expanding your network.

  1. When this happens...
    UnbounceUnbounce
    New Form Submission

    Triggers when a new Form Submission is received on a Landing Page, Overlay or Sticky Bar.

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

What does this mean?
    • ClientRequired

    • Landing Page, Overlay or Sticky BarRequired

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    New Business Client

    Triggers when a business client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    New Individual Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Business Client

    Creates a business client.

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Individual Client

    Creates a new individual client.

    Action
    Write
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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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unbounce logo

About Unbounce

Unbounce is a landing page platform that helps you convert more visitors into leads, sales, and customers. Unbounce Conversion Intelligence™ is AI powered-functionality that works with your marketing intuition to ensure the best campaign performance every time.

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