Update and send emails with Canopy and Email by Zapier when client info changes
Keep your communication in check with this fantastic workflow. Whenever there is an update in the individual client info in Canopy, an outbound email is dispatched by means of Email by Zapier. This efficient process ensures that you are always up to speed with your client's details, eliminating the need to manually send out emails whenever a change is made. Enjoy streamlined communication and stay well-informed of client updates with this hands-off approach.
Keep your communication in check with this fantastic workflow. Whenever there is an update in the individual client info in Canopy, an outbound email is dispatched by means of Email by Zapier. This efficient process ensures that you are always up to speed with your client's details, eliminating the need to manually send out emails whenever a change is made. Enjoy streamlined communication and stay well-informed of client updates with this hands-off approach.
- When this happens...Individual Client Info Updated
Triggers when an individual client's info is updated.
- automatically do this!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.
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- 14 day trial for premium features & apps