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Canopy + Cognito Forms

Create new Canopy contacts from Cognito Forms entries

Effortlessly keep your contacts organized with this useful workflow. Whenever a new entry is submitted in Cognito Forms, it will create an individual contact in Canopy. With this automation, you can save time and maintain up-to-date contact information across both platforms.

Effortlessly keep your contacts organized with this useful workflow. Whenever a new entry is submitted in Cognito Forms, it will create an individual contact in Canopy. With this automation, you can save time and maintain up-to-date contact information across both platforms.

  1. When this happens...
    Cognito FormsCognito Forms
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    CanopyCanopy
    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • IdRequired

    Action
    Write
    • FormRequired

    • Availability Start

    • Availability End

    • Not Available Message

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • IdRequired

    • FormRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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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
cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

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