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Canopy + Email by Zapier

Send outbound emails in Email by Zapier for new business clients in Canopy

Elevate your client relationship management with this seamless workflow. When a new business client is added in Canopy, an email is instantly sent out via Email by Zapier, saving you time and ensuring all your new clients receive timely communication. This eliminates the burden of manual work and keeps you focused on what truly matters - growing your business.

Elevate your client relationship management with this seamless workflow. When a new business client is added in Canopy, an email is instantly sent out via Email by Zapier, saving you time and ensuring all your new clients receive timely communication. This eliminates the burden of manual work and keeps you focused on what truly matters - growing your business.

  1. When this happens...
    CanopyCanopy
    New Business Client

    Triggers when a business client is created.

    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
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

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
canopy logo
canopy logo

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.
Learn more

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

Related Zap Templates

Related Zap Templates

  • Update and send emails with Canopy and Email by Zapier when client info changes