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Canopy + Zoho Forms

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.

  1. When this happens...
    Zoho FormsZoho Forms
    New Form Entry

    Triggers when a new form entry is submitted.

    TriggerInstant
  2. automatically do this!
    CanopyCanopy
    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    New Business Client

    Triggers when a business client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    New Individual Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Business Client

    Creates a business client.

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Individual Client

    Creates a new individual client.

    Action
    Write
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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
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