STEP 1
Select Canopy in workflow
Pick Canopy app in the workflow builder [4] - just one click to select the app.
Canopy Integration
Practice management for accounting and tax firms to manage clients. Connect Canopy to AI agents and automate workflow workflows across your stack. Start with a trigger from Watch Clients, then let actions like Get a Client keep the workflow moving.
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Supported triggers and actions for Canopy integration
Triggers can detect changes in Canopy and run actions that can create, search or modify data inside Canopy automatically [3] — exactly how you set them.
- 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.
How to integrate Canopy in automation workflow?
3 simple steps to make your Canopy connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Canopy
When prompted, authorize access to Canopy in WEXTL once. Canopy credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Canopy account. Approve?
STEP 3
Build a workflow
Build your workflow with Canopy yourself or with WEXTL® AI Builder. Connect Canopy to any available integrations [5], or use HTTP node to go beyond them.
Canopy
How Canopy connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Canopy app is called in workflows. That allows your other automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Canopy supports.
The following table illustrates what fields Canopy integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Canopy is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
Client IDRequired | text | You can request your credentials from Canopy support here: https://www.getcanopy.com/api. |
Client SecretRequired | password | You can request your credentials from Canopy support here: https://www.getcanopy.com/api. |
Connect Canopy to popular apps on WEXTL
Enter a name of the other app you want to sync with Canopy below. Click on selected app to explore integration options with Canopy. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Canopy integration
Select Watch Clients trigger from Canopy - this will be a starting point in your automation. Whenever event happens in Canopy, workflow will start [7] from Watch Clients node.
Search for Delete a Client, connect it as the next step of integration sequence. You can use filters between Watch Clients and Delete a Client, so only important data pass from Watch Clients to the next step. WEXTL gives you full control over the process of Canopy automation. All parts of workflow are visible on the canvas [4].
Canopy on WEXTL has 10 modules for building other automations. Explore Canopy documentation for more.
Video slide demonstrates how Watch Clients and Delete a Client [6] nodes are used in Canopy workflow.
Frequently asked questions
Common questions about automating Canopy in your workflows.
Canopy has 2 triggers, including "Watch Clients" and "Watch Updated Clients". Triggers are start points of the workflow, and automations may start from them.
Integration has 8 actions, including "Get a Client", "Get Custom Fields", and "List Clients", and more. Refer to our Canopy Documentation for detailed inputs and outputs.
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 our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Canopy integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Canopy official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Canopy provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Canopy or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Canopy inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Canopy modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Canopy integration.
- Canopy integration source code, module specs and credentials implementation.
- Internal Canopy integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Canopy vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Canopy App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation