Canopy + WPForms
Create new Canopy business clients from new WPForms entries
Quickly streamline your client onboarding process with this efficient workflow. When a new form entry is completed in WPForms, it'll pave the way to creating a new business client in Canopy. This ensures your interactions with clients start immediately after they submit vital details, keeping your business client list updated and ready for engagement.
Quickly streamline your client onboarding process with this efficient workflow. When a new form entry is completed in WPForms, it'll pave the way to creating a new business client in Canopy. This ensures your interactions with clients start immediately after they submit vital details, keeping your business client list updated and ready for engagement.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Business Client
Creates a business client.
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FormRequired
Try ItNew Business Client
Triggers when a business client is created.
Try ItNew Individual Client
Triggers when a new client is created.
Try ItCreate Business Client
Creates a business client.
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Business Client Info Updated
Triggers when a business client's info is updated.
Try ItIndividual Client Info Updated
Triggers when an individual client's info is updated.
Try ItCreate Individual Client
Creates a new individual client.
