Canopy + Flodesk

Update Flodesk subscribers when individual client info is updated in Canopy

Streamline your email marketing by instantly updating your Flodesk subscribers list every time there's a change in individual client information in Canopy. This workflow effortlessly keeps your contact list up-to-date, ensuring that any modifications you make in Canopy are reflected in your Flodesk subscriber list. Capitalize on this integration to drive client engagement through timely and targeted email communications.

When this happens...
Individual Client Info Updated
Triggers when an individual client's info is updated.
TriggerInstant
automatically do this!
Create/Update Subscriber
Creates a new subscriber or updates an existing one.
ActionWrite

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Supported triggers and actions

New Business Client
Triggers when a business client is created.
Trigger
Instant
Try It
New Individual Client
Triggers when a new client is created.
Trigger
Instant
Try It
Create Business Client
Creates a business client.
Action
Write
Update Business Client
updates a business client.
Action
Write
- Business Name
- Email Address
- External ID
Action
Search

- Business Name
- Email Address
- External ID
Action
Search or write
- SegmentRequired
Trigger
Instant
Try It

Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Trigger
Instant
Try It
- EmailRequired
- WorkflowRequired
Action
Write
- EmailRequired
- SegmentRequired
Action
Write
- EmailRequired
Action
Write

Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
Try It
Individual Client Info Updated
Triggers when an individual client's info is updated.
Trigger
Instant
Try It
Create Individual Client
Creates a new individual client.
Action
Write
Update Individual Client
Updates a new individual client.
Action
Write
- First Name
- Last Name
- Email Address
- External ID
Action
Search
- First Name
- Last Name
- Email Address
- External ID
Action
Search or write
Subscriber Created
Triggers when a new subscriber is created.
Trigger
Instant
Try It
- EmailRequired
- SegmentRequired
Action
Write
- SegmentRequired
- EmailRequired
- First Name
- Last Name
- Double opt-in
Action
Write
- EmailRequired
- WorkflowRequired
Action
Write
- EmailRequired
Action
Search

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

About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.

Learn more

Related categories

Email Newsletters

Related Zap Templates

Update Flodesk subscribers when Canopy business client info is updated

Related Zap Templates

Update Flodesk subscribers when Canopy business client info is updated

Canopy + Flodesk

Update Flodesk subscribers when individual client info is updated in Canopy

Supported triggers and actions

New Business Client

New Individual Client

Create Business Client

Update Business Client

Finds a Business Client

Find or Create Business Client

Subscriber Added to Segment

Subscriber Unsubscribed

Add Existing Subscriber to Workflow

Remove Existing Subscriber From Segment

Unsubscribe Subscriber

Business Client Info Updated

Individual Client Info Updated

Create Individual Client

Update Individual Client

Finds an Individual Client

Find or Create Individual Client

Subscriber Created

Add Existing Subscriber to Segment

Create/Update Subscriber

Remove Existing Subscriber From Workflow

Find a Subscriber by Email Address

About Canopy

Related categories

About Flodesk

Related categories

Related Zap Templates

Related Zap Templates