Create Canopy business contacts from new Zoho Forms entries
Effortlessly manage your new business contacts with this seamless workflow between Zoho Forms and Canopy. Whenever a new form entry is submitted in Zoho Forms, this automation will create a business contact in Canopy, ensuring all crucial information is transferred and organized efficiently. Save time and keep your contacts up-to-date without breaking a sweat.
Effortlessly manage your new business contacts with this seamless workflow between Zoho Forms and Canopy. Whenever a new form entry is submitted in Zoho Forms, this automation will create a business contact in Canopy, ensuring all crucial information is transferred and organized efficiently. Save time and keep your contacts up-to-date without breaking a sweat.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
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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.
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
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.