What actions can I run in Canopy?

8 actions are available, including "Get a Client", "Get Custom Fields", and "List Clients", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Canopy Integrations

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Watch ClientsTriggers when a new client is created or an existing client is updated.
Watch Updated ClientsTriggers when a client's details change since the last run.
Get a ClientFetches a single client by their unique Client ID. Returns full client details including addresses, emails, phones, custom fields, and linked clients. Requires TEAM_MEMBER permission.
Get Custom FieldsRetrieves all custom fields defined for the tenant.
List ClientsRetrieves a list of clients from your Canopy account. You can filter by update time or control pagination using limit and next_cursor.
Search ClientsSearches for a client by name, email, or phone number.
Create a ClientCreates a new client record in Canopy, including contact details, addresses, custom fields, and linked clients.
Delete a ClientDeletes a client by their unique client ID. Requires TEAM_MEMBER permission.
Make an API CallPerforms an arbitrary API call.
Update a ClientUpdates an existing client by client ID, accepting fields such as name, emails, phones, addresses, custom fields, and linked clients.

When to use Canopy

Common scenarios where Canopy automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Clients" fires in Canopy — start multi-step automations without polling or manual checks.
Automate "Get Custom Fields" in Canopy as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Layer "Get a Client" from Canopy with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting Canopy to WEXTL®

Field	Type	Help
Client IDRequired	text	You can request your credentials from Canopy support here: https://www.getcanopy.com/api. `IMPORTANT!`. Tell the support to use the folllowing redirect URL: `the Callback URL shown in this connection form`.
Client SecretRequired	password	You can request your credentials from Canopy support here: https://www.getcanopy.com/api.

Use in workflow automation

Start from Canopy’s Watch Clients trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete a Client as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 10 ready-made steps for other work, and every run records what went in and what came back.

Canopy workflow on the canvas: Watch Clients then Delete a Client

Frequently asked questions

Common questions about automating Canopy in your workflows.

Canopy has 2 triggers, including "Watch Clients" and "Watch Updated Clients". Use them to start workflows the moment Canopy events fire — no polling required.

Field

Type

Help

Client IDRequired

text

You can request your credentials from Canopy support here: https://www.getcanopy.com/api. IMPORTANT!. Tell the support to use the folllowing redirect URL: the Callback URL shown in this connection form.

Client SecretRequired

password

You can request your credentials from Canopy support here: https://www.getcanopy.com/api.

Use in workflow automation

Start from Canopy’s Watch Clients trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete a Client as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 10 ready-made steps for other work, and every run records what went in and what came back.

Canopy Integrations

When to use Canopy

How to connect

Use in workflow automation

Frequently asked questions

Canopy Integrations

When to use Canopy

How to connect

Connect Canopy to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Canopy to any app in workflows

Connect Canopy to any app in workflows

Connect Canopy to any app in workflows

Canopy Integrations

Canopy triggers and actions

When to use Canopy

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Canopy support?

What actions can I run in Canopy?

Do I need to write code to automate this?

Is the integration secure?

Canopy Integrations

Canopy triggers and actions

When to use Canopy

How to connect

Connect Canopy to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Canopy support?

What actions can I run in Canopy?

Do I need to write code to automate this?

Is the integration secure?

Connect Canopy to any app in workflows

Connect Canopy to any app in workflows

Connect Canopy to any app in workflows