Create or update contact in Levitate, and notify via email in Outlook when new client is added

Create or update contacts in Levitate when a new client is added in Canopy, and notify your team via email through Microsoft Outlook. This ensures faster onboarding and keeps everyone informed about new clients.

Create or update contact in Levitate, and notify via email in Outlook when new client is added

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Overview

Create or update contacts in Levitate when a new client is added in Canopy, and notify your team via email through Microsoft Outlook. This ensures faster onboarding and keeps everyone informed about new clients.

Create or update contact in Levitate, and notify via email in Outlook when new client is added