Canopy API: Watch Clients, Create a Client

About this integration

Practice management for accounting and tax firms to manage clients.

There are 2 triggers, 4 search modules and 4 actions available. The integration connects via oauth authentication.

How to connect

The credential form asks for Client ID and Client Secret.

OAuth asks you to approve contacts:read and contacts:write before access is granted.

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

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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.

Permissions requested

• contacts:read
• contacts:write

Use it in workflow automation

Start with Watch Clients, then add Create a Client.

The canvas below runs Watch Clients into Create a Client — watch the video, then drop a node onto the canvas.

Select the Watch Clients trigger and the workflow fires automatically when the event occurs — no polling required.

Then add Delete a Client as the next node. Branch, filter, or hand off to other integrations from there.

The integration includes 6 ready-made modules for other work — each run logs its inputs and outputs for debugging.

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

Triggers, searches and actions

Open any Canopy trigger, search, or action to see its inputs and outputs — 2 triggers, 4 searchs, 4 actions.