Canopy Integrations

Name: Zapier
Availability: InStock

Put Canopy to work with AI and enterprise-grade automation

Automate smarter with Canopy and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Jotform

Forms & Surveys

Calendly

Scheduling & Booking

HubSpot

Marketing Automation

Microsoft SharePoint

Microsoft, Team Collaboration

MailerLite

Marketing Automation

Airtable

Databases

Constant Contact

Email Newsletters

Mailchimp

Marketing Automation

Xero

Accounting

Jotform

Forms & Surveys

Calendly

Scheduling & Booking

HubSpot

Marketing Automation

Microsoft SharePoint

Microsoft, Team Collaboration

MailerLite

Marketing Automation

Airtable

Databases

Jotform

Forms & Surveys

Calendly

Scheduling & Booking

HubSpot

Marketing Automation

Microsoft SharePoint

Microsoft, Team Collaboration

MailerLite

Marketing Automation

Airtable

Databases

Constant Contact

Email Newsletters

Mailchimp

Marketing Automation

Xero

Accounting

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new individual contacts in Canopy to update subscribers in Mailchimp
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Canopy + Mailchimp
Create new clients in Canopy for every new submission from Jotform
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Jotform + Canopy
Create new Canopy clients from new Squarespace Forms form submissions
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Squarespace Forms + Canopy
Create new contacts in Redtail CRM for every new individual client in Canopy
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Canopy + Redtail CRM
Create new Constant Contact contacts from new individual clients in Canopy
Details
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Canopy + Constant Contact
Update Google Sheets rows each time individual client info is updated in Canopy
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Canopy + Google Sheets

Add new individual contacts in Canopy to update subscribers in Mailchimp

Details

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Canopy + Mailchimp

Create new clients in Canopy for every new submission from Jotform

Details

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Jotform + Canopy

Create new Canopy clients from new Squarespace Forms form submissions

Details

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Squarespace Forms + Canopy

Create new contacts in Redtail CRM for every new individual client in Canopy

Details

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Canopy + Redtail CRM

Create new Constant Contact contacts from new individual clients in Canopy

Details

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Canopy + Constant Contact

Update Google Sheets rows each time individual client info is updated in Canopy

Details

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Canopy + Google Sheets

Create new Canopy clients from new HubSpot contacts in list

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HubSpot + Canopy

Create new Canopy clients from new Calendly invitees

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Calendly + Canopy

Update Xero contacts when Canopy business contact info changes

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Canopy + Xero

Send SignRequest templates for updated Canopy business contacts

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Canopy + SignRequest

Create new Ignition clients from new individual contacts in Canopy

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Canopy + Ignition

Create new Clio contacts from new Canopy business contacts

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Canopy + Clio

Create new Canopy clients from new HubSpot contacts in list
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HubSpot + Canopy
Create new Canopy clients from new Calendly invitees
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Calendly + Canopy
Update Xero contacts when Canopy business contact info changes
Premium
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Canopy + Xero
Send SignRequest templates for updated Canopy business contacts
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Canopy + SignRequest
Create new Ignition clients from new individual contacts in Canopy
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Canopy + Ignition
Create new Clio contacts from new Canopy business contacts
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Canopy + Clio

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Business Client
Triggers when a business client is created.
Trigger
Instant
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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

Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
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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

Canopy Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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 moreLearn moreHelpHelp

Related categories

Accounting

Canopy Integrations

Put Canopy to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new individual contacts in Canopy to update subscribers in Mailchimp

Create new clients in Canopy for every new submission from Jotform

Create new Canopy clients from new Squarespace Forms form submissions

Create new contacts in Redtail CRM for every new individual client in Canopy

Create new Constant Contact contacts from new individual clients in Canopy

Update Google Sheets rows each time individual client info is updated in Canopy

Add new individual contacts in Canopy to update subscribers in Mailchimp

Create new clients in Canopy for every new submission from Jotform

Create new Canopy clients from new Squarespace Forms form submissions

Create new contacts in Redtail CRM for every new individual client in Canopy

Create new Constant Contact contacts from new individual clients in Canopy

Update Google Sheets rows each time individual client info is updated in Canopy

Create new Canopy clients from new HubSpot contacts in list

Create new Canopy clients from new Calendly invitees

Update Xero contacts when Canopy business contact info changes

Send SignRequest templates for updated Canopy business contacts

Create new Ignition clients from new individual contacts in Canopy

Create new Clio contacts from new Canopy business contacts

Create new Canopy clients from new HubSpot contacts in list

Create new Canopy clients from new Calendly invitees

Update Xero contacts when Canopy business contact info changes

Send SignRequest templates for updated Canopy business contacts

Create new Ignition clients from new individual contacts in Canopy

Create new Clio contacts from new Canopy business contacts

Supported triggers and actions

Canopy Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Canopy Integrations

Popular Canopy Integrations

Canopy Integrations

Put Canopy to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Add new individual contacts in Canopy to update subscribers in Mailchimp

Create new clients in Canopy for every new submission from Jotform

Create new Canopy clients from new Squarespace Forms form submissions

Create new contacts in Redtail CRM for every new individual client in Canopy

Create new Constant Contact contacts from new individual clients in Canopy

Update Google Sheets rows each time individual client info is updated in Canopy

Add new individual contacts in Canopy to update subscribers in Mailchimp

Create new clients in Canopy for every new submission from Jotform

Create new Canopy clients from new Squarespace Forms form submissions

Create new contacts in Redtail CRM for every new individual client in Canopy

Create new Constant Contact contacts from new individual clients in Canopy

Update Google Sheets rows each time individual client info is updated in Canopy

Create new Canopy clients from new HubSpot contacts in list

Create new Canopy clients from new Calendly invitees

Update Xero contacts when Canopy business contact info changes

Send SignRequest templates for updated Canopy business contacts

Create new Ignition clients from new individual contacts in Canopy

Create new Clio contacts from new Canopy business contacts

Create new Canopy clients from new HubSpot contacts in list

Create new Canopy clients from new Calendly invitees

Update Xero contacts when Canopy business contact info changes

Send SignRequest templates for updated Canopy business contacts

Create new Ignition clients from new individual contacts in Canopy

Create new Clio contacts from new Canopy business contacts

Canopy Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Canopy Integrations

Popular Canopy Integrations

Connect Your App Accounts to Zapier