Canopy + vcita

Create new vcita clients from new Canopy business clients

When a new business client is added in Canopy, streamline your workflow by creating a client in vcita instantly. This process eliminates the need to manually duplicate client information, saving time and reducing the risk of errors. Ideal for businesses looking for a more efficient way to manage their client information across multiple platforms.

When this happens...
New Business Client
Triggers when a business client is created.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

What does this mean?

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
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It

Created Invoice
Triggers when a new invoice is created
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- AddressRequired
- Allow Online Payment
- Client IDRequired
- CurrencyRequired
- Due DateRequired
- Invoice Number
- Issued AtRequired
- AmountRequired
- Description
- Discount
- QuantityRequired
- TitleRequired
- Note
- Send Email
- Source Campaign
- Source Channel
- Source Name
- Source URL
- Staff ID
- Status
- Title
- NameRequired
- RateRequired
Action
Write
- AmountRequired
- Client IDRequired
- CurrencyRequired
- Paid At
- Payment MethodRequired
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- TitleRequired
Action
Write
- Search TermRequired
- Items Per Page
- Page Number
- Search By
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
New Client
Triggers when new client is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Address
- Email Address
- First NameRequired
- Last Name
- Phone Number
- Source campaign
- Source channel
- Source name
- Source Url
- Staff ID
- Status
- Tags
Action
Write
- Client IDRequired
- Title
- Message TextRequired
- Message DirectionRequired
- Communication Channel
- Staff ID
Action
Write
- Client IDRequired
- Address
- Email
- First NameRequired
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
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 vcita

vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Canopy + vcita

Create new vcita clients from new Canopy business clients

New Business Client

New Individual Client

Create Business Client

Update Business Client

Finds a Business Client

Business Name

Email Address

External ID

Find or Create Business Client

Business Name

Email Address

External ID

New Appointment

Created Invoice

New Payment

Create Invoice

Allow Online Payment

Client IDRequired

CurrencyRequired

Due DateRequired

Invoice Number

Issued AtRequired

AmountRequired

Description

Discount

QuantityRequired

TitleRequired

Note

Send Email

Source Campaign

Source Channel

Source Name

Source URL

Staff ID

Status

Title

NameRequired

RateRequired

Create Payment

AmountRequired

Client IDRequired

CurrencyRequired

Paid At

Payment MethodRequired

Payment Subject ID

Payment Subject Type

Send Receipt

Staff ID

TitleRequired

Find Client

Search TermRequired

Items Per Page

Page Number

Search By

Business Client Info Updated

Individual Client Info Updated

Create Individual Client

Update Individual Client

Finds an Individual Client

First Name

Last Name

Email Address

External ID

Find or Create Individual Client

First Name

Last Name

Email Address

External ID

New Client

New Invoice

Create Client

Address

Email Address

First NameRequired

Last Name