Canopy and Salesflare

Accounting canopytax.com ↗

How to connect Canopy

Via Zapier — 12 operations available. Set it up ↗
Via Make — 0 modules available. Set it up ↗

What you can automate

When new Business Client in Canopy, find or create account in Salesflare.
When business Client Info Updated in Canopy, find or create account in Salesflare.
When new Individual Client in Canopy, find or create account, then find or create contact, then add contact to account in Salesflare.
When individual Client Info Updated in Canopy, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Account in Salesflare, create Business Client in Canopy.

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.

Canopy operations on Zapier

Triggers (4)

Start a workflow when this happens

Business Client Info Updated — Triggers when a business client's info is updated.
Individual Client Info Updated — Triggers when an individual client's info is updated.
New Business Client — Triggers when a business client is created.
New Individual Client — Triggers when a new client is created.

Actions (6)

Things Salesflare can make it do

Create Business Client — Creates a business client.
Create Individual Client — Creates a new individual client.
Find or Create Business Client — Find or create a business client
Find or Create Individual Client — Find or create an individual client
Update Business Client — updates a business client.

Show 1 more actions

Update Individual Client — Updates a new individual client.

Searches (2)

Look up existing records

Finds a Business Client — Finds a business client by name, email or external id. Must have one of the following filters: - Business Name- Email Address- External ID
Finds an Individual Client — Finds an individual client by first name, last name, email, and external id. Must have one of the following filters: - First Name and Last Name - Email Address - External ID.