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Canopy + WPForms
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.
- When this happens...New Form EntryTriggers when a form entry is submitted.
- automatically do this!Create Business ClientCreates a business client.
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More things you can do with WPForms and Canopy
Discover other triggers and actions you can use with WPForms and Canopy
- FormRequired
Try ItTriggerInstant- New Business Client
Triggers when a business client is created.
Try ItTriggerInstant - New Individual Client
Triggers when a new client is created.
Try ItTriggerInstant - Create Business Client
Creates a business client.
ActionWrite
- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Business Client Info Updated
Triggers when a business client's info is updated.
Try ItTriggerInstant - Individual Client Info Updated
Triggers when an individual client's info is updated.
Try ItTriggerInstant - Create Individual Client
Creates a new individual client.
ActionWrite
Related categories
About WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
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