Canopy + Cognito Forms
Create new Canopy business clients from new Cognito Forms entries
This workflow begins when you record a new entry in the Cognito Forms app. Following this initial step, it instantly inputs all relevant information into the Canopy app to establish a new business client. This efficient process saves you time and mitigates the risk of data errors that can arise from manual information transfer.
This workflow begins when you record a new entry in the Cognito Forms app. Following this initial step, it instantly inputs all relevant information into the Canopy app to establish a new business client. This efficient process saves you time and mitigates the risk of data errors that can arise from manual information transfer.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Business Client
Creates a business client.
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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.
