1.Detect new individual client
Integrate Canopy and client databases to look up or create records and to capture source client contact data.
Add new client contacts to active marketing list
Automatically detect new individual client records across Canopy and Zapier Tables, and update normalized contact details to MailerLite active-client lists. Create or update subscribers and enroll them back to the source record when new client signup, client profile added, or new individual recordβso you can keep active lists accurate, reduce manual list updates, and improve email deliverability without manual data entry.
How this automation keeps active lists up to date
When new client contacts appear in your pipeline, delays can leave your active audience out of date. This automation finds or creates records, normalizes and filters contacts, creates or updates MailerLite subscribers, and updates the Canopy client recordβso your team can market to the right people.
Canopyor swap with your favorite app
2.Find or create client record
Integrate Zapier Tables and worksheet storage to map name, address, email, phone, and timestamps to your table.
Zapier Tablesor swap with your favorite app
3.Normalize contact details
Integrate Formatter by Zapier and data formatting tools to standardize email and produce an E.164-formatted phone output.
Formatter by Zapieror swap with your favorite app
4.Check active and normalized email
Integrate Filter by Zapier and validation tools to continue only when the client is active and normalized email exists.
Filter by Zapieror swap with your favorite app
5.Create or update subscriber
Integrate MailerLite and subscriber lists to map normalized fields and add the subscriber to your active-client group.
MailerLiteor swap with your favorite app
6.Update client enrollment indicator
Integrate Canopy and CRM fields to write back the external client id and subscriber enrollment indicator.
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Organize email audiences with automated subscriber updates, list segmentation, and contact cleanup
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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