Canopy + Zapier Tables

Create records in Zapier Tables whenever individual client info is updated in Canopy

Keep your records consistently up-to-date with this easy-to-use workflow. When changes are made to client information in the Canopy app, this automation promptly updates your Zapier Tables with the revised details, maintaining accuracy across your databases. This workflow saves you from manual data entry, affording you more time to focus on servicing your clients.

When this happens...
Individual Client Info Updated
Triggers when an individual client's info is updated.
TriggerInstant
automatically do this!
Create Record
Creates a new record on a table.
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
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Name
- Description
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table NameRequired
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
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run 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 Zapier Tables

Zapier Tables is a no-code database built for automation.

Learn more

PRODUCTS

CAPABILITIES

By team

Canopy + Zapier Tables

Create records in Zapier Tables whenever individual client info is updated in Canopy

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

Trigger Zap Button Clicked

Zap Id

Zap Step Id

Zap Path Run Id

New or Updated Record

Table IDRequired

Zap Id

Zap Step Id

Zap Path Run Id

Updated Record

Table IDRequired

Zap Id

Zap Step Id

Zap Path Run Id

Create Record

Table IDRequired

Zap Id

Zap Step Id

Zap Path Run Id

Duplicate Table

Table IDRequired

Name

Description

Update Record

Table IDRequired

Record IDRequired

Zap Id

Zap Step Id

Zap Path Run Id

Find Record

Table IDRequired

Zap Id

Zap Step Id

Zap Path Run Id

Find Table

Table NameRequired

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 or Updated or Deleted Record

Table IDRequired

Zap Id

Zap Step Id

Zap Path Run Id

New Record

Table IDRequired

Zap Id

Zap Step Id

Zap Path Run Id

Continue Zap Button Clicked

Table IDRequired

Record IDRequired