Canopy integrations
Use Nekton to connect Canopy with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Canopy integrations with Nekton
Create automations that integrate Canopy with other services
Nekton AI can integrate Canopy with many online apps and tools.
Here are some popular integrations you can try to automate your Canopy workflows:
Canopy actions
Nekton can use any feature that is available in Canopy API.
Using our advanced AI, you can easily create custom automations for Canopy.
Here are some typical actions you can do in your automated workflows.
Finds a Business Contact
Finds a business contact by name, email or external id. Must have one of the following filters:
- Business Name- Email Address- External ID
Find or Create Business Contact
Find or create a business contact
Finds an Individual Contact
Finds an individual contact 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.
Find or Create Individual Client
Find or create an individual client
New Business Contact
Triggers when a business contact is created.
New Individual Contact
Triggers when a new contact is created.
Business Contact Info Updated
Triggers when a business contact's contact info is updated.
Individual Contact Info Updated
Triggers when an individual contact's contact info is updated.
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.