Integrate With Zapier
Updated over a week ago

What's in this Article

Reminder: Zapier only performs automation with Canopy when working with adding and editing contacts.

Canopy can connect with Zapier to provide an even better experience with automated workflow. Once connected, when a condition is met in Canopy, then Zapier can tell other apps to carry out a certain action.

Integrate With Zapier

1. Navigate to Settings.

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2. Click on Integrations.

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3. Under Zapier, select Connect.

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4. Login or Sign up within Zapier.

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5. Select Connect Canopy to 5,000+ apps.

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6. Within a new Zap, click on Choose account.

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7. Next to Connect Canopy, select Sign in.

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8. In the window pop-up, click Allow.

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9. You will be prompted to choose your account.

Find and select your account listed in the drop-down, or choose to Connect a new account.

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10. Click Continue.

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11. Choose Test trigger.

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12. When the test is successful, select Continue.

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13. In the Action screen, choose an app for the action.

Built-in tools are also available for use.

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14. After determining the action, click Continue.

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15. With the desired account selected, click Continue.

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16. If needed, fill out the fields and select Continue.

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17. Choose from the options listed to either Test or Skip test.

In this demonstration, we chose Test & continue.

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18. After a successful test, choose to Publish Zap or Retest & review.

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