Canopy + MailerLite

Create or update MailerLite subscribers for new individual clients in Canopy

Streamline your client communication process with this effective automation workflow. Whenever you add a new individual client in Canopy, it will result in creating or updating subscriber information in MailerLite. This workflow not only saves time but ensures accuracy in managing your mailing list for more effective email marketing.

When this happens...
New Individual Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create or Update Subscriber
Create a new subscriber or Update an existing subscriber based on their email.
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

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
Subscriber Clicked Campaign Link
Triggers when a subscriber clicks a link in a campaign.
Trigger
Instant
Try It

Campaign Sent
Triggers when a campaign has been sent out.
Trigger
Instant
Try It
- Subscriber GroupRequired
Trigger
Instant
Try It
Subscriber Bounced
Triggers when an email to a subscriber bounces.
Trigger
Instant
Try It
Subscriber Deleted
Triggers when a subscriber is deleted or forgotten.
Trigger
Instant
Try It
- AutomationRequired
Trigger
Instant
Try It
Subscriber Fields Updated
Triggers when the subscriber fields have been updated.
Trigger
Instant
Try It
- EmailRequired
- New EmailRequired
Action
Write
- Group nameRequired
Action
Write
- Subscriber GroupRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- Email or nameRequired
Action
Search

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 Opened Campaign
Triggers when a subscriber opens a campaign.
Trigger
Instant
Try It
Spam Complaint
Triggers when a subscriber issues a spam complaint about an email.
Trigger
Instant
Try It
- AutomationRequired
Trigger
Instant
Try It
Subscriber Created
Triggers when a subscriber was created on your mailing list.
Trigger
Instant
Try It
- Subscriber GroupRequired
Trigger
Instant
Try It
Subscriber Unsubscribed
Triggers when a subscriber has unsubscribed from your mailing list.
Trigger
Instant
Try It
- Subscriber GroupRequired
- EmailRequired
Action
Write
- Campaign nameRequired
- Email subjectRequired
- Email sender nameRequired
- Email from addressRequired
- Email contentRequired
- Subscriber Groups
- Subscriber Segments
Action
Write
- Subscriber Groups
- EmailRequired
- Resubscribe
Action
Write
- Campaign nameRequired
- Email subjectRequired
- Email sender nameRequired
- Email from addressRequired
- Email contentRequired
- Subscriber Groups
- Subscriber Segments
Action
Write
- Group nameRequired
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 MailerLite

MailerLite’s super-fast email marketing platform helps you grow your business online using innovative email designs, automations, email segmentation and intuitive no-code tools to create websites, landing pages, and signup forms.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Canopy + MailerLite

Create or update MailerLite subscribers for new individual clients in Canopy

New Business Client

New Individual Client

Create Business Client

Update Business Client

Finds a Business Client

Find or Create Business Client

Subscriber Clicked Campaign Link

Campaign Sent

Subscriber Added to Group

Subscriber Bounced

Subscriber Deleted

Subscriber Triggered Automation

Subscriber Fields Updated

Change Subscriber Email

Create Subscribers Group

Remove Subscriber From a Group

Unsubscribe Subscriber

Find a 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 Opened Campaign

Spam Complaint

Subscriber Completed Automation

Subscriber Created

Subscriber Removed From Group

Subscriber Unsubscribed

Add Subscriber to a Group

Create a Draft Campaign

Create or Update Subscriber

Send a Campaign

Find a Group

About Canopy

Related categories

About MailerLite

Related categories

Similar apps

Zapier Interfaces