STEP 1
Connect Canopy and Certifier
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Canopy and Certifier Integration
Wire Canopy's other events straight into Certifier's other actions on the WEXTL® visual canvas. Handoffs between your other and other tools stay automatic - drag the nodes, map the fields once, and let AI carry the rest. 3-step setup, no code, no engineering ticket.
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Learn about Canopy and Certifier
Detailed info you need to know about Canopy and Certifier integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Canopy to Certifier
Set up your Canopy and Certifier integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Canopy and Certifier nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Canopy and Certifier. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Canopy and Certifier work in WEXTL?
WEXTL exposes actions and triggers for Canopy and Certifier that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Canopy triggersCertifier actions
Canopy modules
- 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.
- 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.
- Make an API CallPerforms an arbitrary API call.
- Search ClientsSearches for a client by name, email, or phone number.
- Update a ClientUpdates an existing client by client ID, accepting fields such as name, emails, phones, addresses, custom fields, and linked clients.
- 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.
Certifier modules
- Create a CredentialCreates a draft credential.
- Create a Credential InteractionRecords an interaction on a credential.
- Create a Credential TemplateCreates a credential template.
- Create, Issue, and Send a CredentialCreates, issues, and emails a credential.
- Delete a CredentialDeletes a credential.
- Delete a Credential TemplateDeletes a credential template.
- Get a CredentialReturns a single credential.
- Get a Credential TemplateReturns a single credential template.
- Get a Design TemplateReturns a single design template.
- Get Credential Design TemplatesRetrieves the design previews for a credential.
- Issue a CredentialIssues a draft credential.
- List Credential InteractionsRetrieves a list of credential interactions.
- List CredentialsRetrieves a list of credentials.
- List Credential TemplatesRetrieves a list of credential templates.
- List Design TemplatesRetrieves a list of design templates.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CredentialsRetrieves credentials that match a search.
- Send a CredentialEmails an issued credential to its recipient.
- Update a CredentialUpdates a credential.
- Update a Credential TemplateUpdates a credential template.
- Watch Credential CreatedTriggers when a credential is created.
- Watch Credential DeletedTriggers when a credential is deleted.
- Watch Credential IssuedTriggers when a credential is issued.
- Watch Credential UpdatedTriggers when a credential is updated.
- Watch New CredentialsTriggers when a new credential is created.
Frequently asked questions
Common questions about connecting Canopy and Certifier.
Connect your Canopy and Certifier accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Canopy's "Watch Clients" fires, WEXTL can "Create a Credential" in Certifier. Canopy has 2 triggers (including Watch Clients and Watch Updated Clients); Certifier has 20 actions (including Create a Credential, Create a Credential Interaction, and Create a Credential Template). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Canopy-to-Certifier automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Canopy (or Certifier) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Canopy + Certifier automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Canopy and Certifier integration.
- Canopy and Certifier integration source code, module specs and credentials implementation.
- Our Canopy and Certifier integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Canopy and Certifier — 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.
- Canopy integration information
- Certifier integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library