Canopy + Wix

Create individual clients in Canopy whenever new pricing plans are updated in Wix

With this workflow, whenever there are updates to Pricing Plans in the Wix app, you can now easily create individual client profiles in the Canopy app. This seamless workflow ensures all your pricing information gets transferred to client profiles in real-time, keeping your records consistent, accurate, and making client management more efficient. This simple connectivity offers a hassle-free solution to managing pricing plans and client information between Wix and Canopy.

When this happens...
Pricing Plans
Trigger when a plan is purchased, canceled or soon to expire.
TriggerInstant
automatically do this!
Create Individual Client
Creates a new individual client.
ActionWrite

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Supported triggers and actions

- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
- Event startsRequired
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It

- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It

- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
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Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
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Individual Client Info Updated
Triggers when an individual client's info is updated.
Trigger
Instant
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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

- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
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

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.

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