Zapier makes it easy to integrate Canopy with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.
A trigger is the event that starts your Zap—like a "New Business Client" from Canopy.
An action happens after the trigger—such as "Create Event" in Microsoft Office 365.
Zapier seamlessly connects Canopy and Microsoft Office 365, automating your workflow.
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.
Triggers when a business client is created.
Triggers when a new client is created.
Creates a business client.
updates a business client.
Triggers when a business client's info is updated.
Triggers when an individual client's info is updated.
Creates a new individual client.
Updates a new individual client.
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When a new individual client is added in Canopy, Zapier automatically creates a contact in Microsoft Office 365. This workflow eliminates manual data entry, ensuring contact lists in Office 365 are always up-to-date and accurate for seamless communication.
Business OwnerNeed up-to-date client information for efficient support? Zapier helps by syncing updated contact details from Microsoft Office 365 to Canopy as soon as they're changed. This ensures the support team always has accurate data at hand.
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