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Canopy

Practice management for accounting and tax firms to manage clients.

2 triggers4 searches4 actionsPollingAuth: OAuth

AI-assisted documentation6 min read

This documentation is compiled from our integration source code, internal specs for Canopy, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Canopy on WEXTL →

Canopy requires an active account and OAuth client credentials, granted by signing in with your account to connect — both are set up on its own site.[3]

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

  • Client IDtextRequired

    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.

    [1]
  • Client SecretpasswordRequired

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

    [1]
Integration requests 2 permissions:
contacts:readcontacts:write
  1. Log in to your WEXTL account, add the Canopy node module to your workflow, and click Create new credential.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your Canopy account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Connecting Canopy to WEXTL®
Video slide demonstrates how to integrate Canopy in the WEXTL visual workflow builder.[4]

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

The list below is a reference of every Canopy node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.

Browse every Canopy node module below — each one opens to show its input parameters, outputs, and connection requirements.

Look for Canopy templates in the WEXTL template library.

Browse templates →
  1. Wolters Kluwer[2]Professional information services for legal, tax, and compliance workflows.
  2. SymmetryPayroll tax compliance platform for calculating withholdings, managing I-9/E-Verify submissions, and handling federal, state, and local tax forms.
  3. NinjaOneRemote monitoring and management (RMM) platform for MSPs — devices, organizations, alerts, policies, patching, ticketing, billing, documents, and asset management.
  4. StravaConnect Strava activities, athletes, segments, and routes to your workflows.
  5. ZoyaShariah compliance screening platform for stocks and ETFs, enabling halal investing decisions based on Islamic finance principles.
More apps in Other category →
  1. WEXTL® Canopy Source Code connector implementation.
  2. Our users use cases and automations.
  3. Official API Documentation for Canopy.
  4. WEXTL® visual workflow builder data.

Last updated: Jul 23, 2026 22:38

How we write our apps documentation

How we compile these docs — sources, AI's role, and how we verify.