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Connect Canopy to Looping by Zapier and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from Canopy

A trigger is an event that starts your Zap and runs the workflow. For example, with Canopy, a trigger could be "New Business Client."
A trigger is the event that kicks off your automated workflow.

Setup an action from Looping by Zapier

An action is what takes place after the automation is triggered. For example, with Looping by Zapier, the action could be "Create Loop From Line Items."
An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

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Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • 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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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.
Learn moreHelp
Related categories
  • Accounting
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About Looping by Zapier
Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
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