Canopy + Salesforce

Update Salesforce records when client info is updated in Canopy

Ensure that your Salesforce records reflect the most recent information from the Canopy app effortlessly. Whenever there are updates to client information in Canopy, this workflow will instantly reproduce these changes within your Salesforce records. It's an ideal solution to keep your records accurate, saving you time and enhancing efficiency.

Ensure that your Salesforce records reflect the most recent information from the Canopy app effortlessly. Whenever there are updates to client information in Canopy, this workflow will instantly reproduce these changes within your Salesforce records. It's an ideal solution to keep your records accurate, saving you time and enhancing efficiency.

  1. When this happens...
    CanopyCanopy
    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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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
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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
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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