Canopy + Email by Zapier

Update and send emails in Email by Zapier when business client info is updated in Canopy

Stay on top of any changes that happen to your business client info within the Canopy app with this automated workflow. Once any updates are made, it sets off a process that leads to an outbound email being sent through the Email by Zapier app. This not only ensures that you're always in the loop, but also rapidly speeds up your response time, keeping your communications efficient and effective.

Stay on top of any changes that happen to your business client info within the Canopy app with this automated workflow. Once any updates are made, it sets off a process that leads to an outbound email being sent through the Email by Zapier app. This not only ensures that you're always in the loop, but also rapidly speeds up your response time, keeping your communications efficient and effective.

  1. When this happens...
    CanopyCanopy
    Business Client Info Updated

    Triggers when a business client's info is updated.

    TriggerInstant
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.

    ActionWrite
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Supported triggers and actions

  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Individual Client

    Creates a new individual client.

    Action
    Write
  • Canopy triggers, actions, and search

    Update Individual Client

    Updates a new individual client.

    Action
    Write
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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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Related categories

  • Accounting
email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Learn more

Related categories

  • Email
  • Zapier