Canopy + Cognito Forms
Create new Canopy clients from new Cognito Forms entries
Keep your client list updated and organized with this efficient workflow. When a new entry is added in Cognito Forms, it instantly creates an individual client in the Canopy app. This streamlines the data management process, eliminating the need for manual data input, and allows you to focus more on delivering excellent client service.
Keep your client list updated and organized with this efficient workflow. When a new entry is added in Cognito Forms, it instantly creates an individual client in the Canopy app. This streamlines the data management process, eliminating the need for manual data input, and allows you to focus more on delivering excellent client service.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Individual Client
Creates a new individual client.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
