Cognito Forms integration with Canopy
How to Create new Canopy contacts from Cognito Forms entries
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new Canopy contacts from Cognito Forms entries" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Canopy integrations
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.
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.