Create individual clients in Canopy for new contacts in Google Contacts
Take the hassle out of your workflow by directly adding your new Google Contacts to your client list in Canopy. With this automation, whenever you add a new contact in Google Contacts, they will be also added as an individual client in Canopy seamlessly. It's an efficient solution to keep your contacts and clients updated across both platforms without manual input.
Take the hassle out of your workflow by directly adding your new Google Contacts to your client list in Canopy. With this automation, whenever you add a new contact in Google Contacts, they will be also added as an individual client in Canopy seamlessly. It's an efficient solution to keep your contacts and clients updated across both platforms without manual input.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Create Individual Client
Creates a new individual client.
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New or Updated Contact
Triggers when a contact is created or updated.
Try ItNew Contact
Triggers when a contact is created.
Try ItCreate Contact
Creates a new contact.
NameRequired
New Group
Triggers when a group is created.
Try ItContactRequired
GroupRequired
ContactRequired
Phone Number
Additional Phone Numbers
Contact
PhotoRequired