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.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
HubSpot
Marketing Automation
LeadConnector
Marketing Automation
Calendly
Scheduling & Booking
Airtable
Databases
Mailchimp
Marketing Automation
Constant Contact
Email Newsletters
Microsoft Outlook
Calendar, Email, Microsoft
RingCentral
Phone & SMS
Google Forms
Forms & Surveys, Google
HubSpot
Marketing Automation
LeadConnector
Marketing Automation
Calendly
Scheduling & Booking
Airtable
Databases
Mailchimp
Marketing Automation
Constant Contact
Email Newsletters
HubSpot
Marketing Automation
LeadConnector
Marketing Automation
Calendly
Scheduling & Booking
Airtable
Databases
Mailchimp
Marketing Automation
Constant Contact
Email Newsletters
Microsoft Outlook
Calendar, Email, Microsoft
RingCentral
Phone & SMS
Google Forms
Forms & Surveys, Google
Join millions worldwide who automate their work using Zapier
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.
Try ItTriggerInstant - New Individual Client
Triggers when a new client is created.
Try ItTriggerInstant - Create Business Client
Creates a business client.
ActionWrite - Update Business Client
updates a business client.
ActionWrite
- Business Client Info Updated
Triggers when a business client's info is updated.
Try ItTriggerInstant - Individual Client Info Updated
Triggers when an individual client's info is updated.
Try ItTriggerInstant - Create Individual Client
Creates a new individual client.
ActionWrite - Update Individual Client
Updates a new individual client.
ActionWrite
For builders
Let your AI safely access Canopy
Go beyond Zap workflows. Install Zapier in your AI to call Canopy actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Canopy from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Canopy actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Canopy connection @ https://zapier.com/es/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "canopy", owner: "me" });
await zapier.runAction({
app: 'canopy',
action: 'create_business_client',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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