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Canopy Integrations

Accounting

Do more with Canopy integrations

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Or pick an app to pair witharrow pointing down
Integrate Google Sheets with CanopyIntegrate Google Sheets with Canopy

Google Sheets

Google, Spreadsheets
Integrate Filter by Zapier with CanopyIntegrate Filter by Zapier with Canopy

Filter by Zapier

Developer Tools, Zapier
Integrate HubSpot with CanopyIntegrate HubSpot with Canopy

HubSpot

Marketing Automation
Integrate Webhooks by Zapier with CanopyIntegrate Webhooks by Zapier with Canopy

Webhooks by Zapier

Developer Tools, Zapier
Integrate Ignition with CanopyIntegrate Ignition with Canopy

Ignition

Proposal & Invoice Management
Integrate Calendly with CanopyIntegrate Calendly with Canopy

Calendly

Scheduling & Booking
Integrate LeadConnector with CanopyIntegrate LeadConnector with Canopy

LeadConnector

Marketing Automation
Integrate Constant Contact with CanopyIntegrate Constant Contact with Canopy

Constant Contact

Email Newsletters
Integrate Zapier Tables with CanopyIntegrate Zapier Tables with Canopy

Zapier Tables

Databases, Spreadsheets, Zapier
Integrate Google Sheets with CanopyIntegrate Google Sheets with Canopy

Google Sheets

Google, Spreadsheets
Integrate Filter by Zapier with CanopyIntegrate Filter by Zapier with Canopy

Filter by Zapier

Developer Tools, Zapier
Integrate HubSpot with CanopyIntegrate HubSpot with Canopy

HubSpot

Marketing Automation
Integrate Webhooks by Zapier with CanopyIntegrate Webhooks by Zapier with Canopy

Webhooks by Zapier

Developer Tools, Zapier
Integrate Ignition with CanopyIntegrate Ignition with Canopy

Ignition

Proposal & Invoice Management
Integrate Calendly with CanopyIntegrate Calendly with Canopy

Calendly

Scheduling & Booking
Integrate Google Sheets with CanopyIntegrate Google Sheets with Canopy

Google Sheets

Google, Spreadsheets
Integrate Filter by Zapier with CanopyIntegrate Filter by Zapier with Canopy

Filter by Zapier

Developer Tools, Zapier
Integrate HubSpot with CanopyIntegrate HubSpot with Canopy

HubSpot

Marketing Automation
Integrate Webhooks by Zapier with CanopyIntegrate Webhooks by Zapier with Canopy

Webhooks by Zapier

Developer Tools, Zapier
Integrate Ignition with CanopyIntegrate Ignition with Canopy

Ignition

Proposal & Invoice Management
Integrate Calendly with CanopyIntegrate Calendly with Canopy

Calendly

Scheduling & Booking
Integrate LeadConnector with CanopyIntegrate LeadConnector with Canopy

LeadConnector

Marketing Automation
Integrate Constant Contact with CanopyIntegrate Constant Contact with Canopy

Constant Contact

Email Newsletters
Integrate Zapier Tables with CanopyIntegrate Zapier Tables with Canopy

Zapier Tables

Databases, Spreadsheets, Zapier

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Quickly automate Canopy integrations with Zapier's templates

  • Send emails in Gmail for new business contacts in Canopy

    Details
    • Canopy logo
    • Gmail logo
    Canopy + Gmail
  • Update Google Sheets rows when Canopy business contacts are modified

    • Canopy logo
    • Google Sheets logo
    Canopy + Google Sheets
  • Create Canopy contacts from new Dubsado lead projects

    • Dubsado logo
    • Canopy logo
    Dubsado + Canopy
  • Create new Canopy contacts from Cognito Forms entries

    • Cognito Forms logo
    • Canopy logo
    Cognito Forms + Canopy
  • Send emails in Gmail for new individual contacts in Canopy

    • Canopy logo
    • Gmail logo
    Canopy + Gmail
  • Create clients in vcita from new individual contacts in Canopy

    • Canopy logo
    • vcita logo
    Canopy + vcita

Send emails in Gmail for new business contacts in Canopy

Try it
  • Canopy logo
  • Gmail logo
Canopy + Gmail

Update Google Sheets rows when Canopy business contacts are modified

  • Canopy logo
  • Google Sheets logo
Canopy + Google Sheets

Create Canopy contacts from new Dubsado lead projects

  • Dubsado logo
  • Canopy logo
Dubsado + Canopy

Create new Canopy contacts from Cognito Forms entries

  • Cognito Forms logo
  • Canopy logo
Cognito Forms + Canopy

Send emails in Gmail for new individual contacts in Canopy

  • Canopy logo
  • Gmail logo
Canopy + Gmail

Create clients in vcita from new individual contacts in Canopy

  • Canopy logo
  • vcita logo
Canopy + vcita

Supported triggers and actions

What does this mean?
  • 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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canopy logo

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.

Related categories

  • Accounting