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Canopy and Flair Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Automate the handoff between Canopy and Flair - your other events flow into other actions on a visual canvas your team can read. Set up the workflow once with 3 simple steps in the WEXTL® builder, let AI take smart decisions between apps, and never write a line of glue code again.

Integration guide
  • 3-day trial
  • Cancel anytime
  • Up to 10 minutes quick set up
  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Learn about Canopy and Flair

Detailed info you need to know about Canopy and Flair integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Canopy

    • Other
    • 2 triggers
    • 4 searches
    • 4 actions

    Practice management for accounting and tax firms to manage clients. [5]

  • Flair

    • Other
    • 12 triggers
    • 25 searches
    • 30 actions

    Manage demand response programs, events, partners, fleets and subscriptions for Flair smart climate devices. [6]

How to connect Canopy to Flair

Set up your Canopy and Flair integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect Canopy and Flair

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected Canopy and Flair nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between Canopy and Flair. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between Canopy and Flair work in WEXTL?

WEXTL exposes actions and triggers for Canopy and Flair 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 triggersFlair actions

Canopy modules

  • Create a Client Creates a new client record in Canopy, including contact details, addresses, custom fields, and linked clients.
  • Delete a Client Deletes a client by their unique client ID. Requires TEAM_MEMBER permission.
  • Get a Client Fetches 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 Fields Retrieves all custom fields defined for the tenant.
  • List Clients Retrieves 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 Call Performs an arbitrary API call.
  • Search Clients Searches for a client by name, email, or phone number.
  • Update a Client Updates an existing client by client ID, accepting fields such as name, emails, phones, addresses, custom fields, and linked clients.
  • Watch Clients Triggers when a new client is created or an existing client is updated.
  • Watch Updated Clients Triggers when a client's details change since the last run.

Flair modules

  • Add Fleet Programs Adds fleet programs.
  • Add Partner Programs Adds partner programs.
  • Add Program Documents Adds program documents.
  • Cancel Event Cancels an event.
  • Create Document Creates a document.
  • Create Event Creates an event.
  • Create Fleet Creates a fleet.
  • Create Partner Creates a partner.
  • Create Program Creates a program.
  • Create Subscription Creates a subscription.
  • Delete Document Deletes a document.
  • Delete Fleet Deletes a fleet.
  • Delete Partner Deletes a partner.
  • Delete Program Deletes a program.
  • Get Device Retrieves the details of a device.
  • Get Device Program Retrieves the details of a device program.
  • Get Document Retrieves the details of a document.
  • Get Document Program Retrieves the details of a document program.
  • Get Event Retrieves the details of an event.
  • Get Event Program Retrieves the details of an event program.
  • Get Fleet Retrieves the details of a fleet.
  • Get Partner Retrieves the details of a partner.
  • Get Program Retrieves the details of a program.
  • Get Program Fleet Retrieves the details of a program fleet.
  • Get Program Partner Retrieves the details of a program partner.
  • Get Subscription Retrieves the details of a subscription.
  • Get Subscription Device Retrieves the details of a subscription device.
  • List All Fleets Returns a list of all fleets.
  • List Devices Returns a list of devices.
  • List Documents Returns a list of documents.
  • List Event Selected Devices Returns a list of event selected devices.
  • List Event Selected Structures Returns a list of event selected structures.
  • List Events Returns a list of events.
  • List Fleet Programs Returns a list of fleet programs.
  • List Partner Programs Returns a list of partner programs.
  • List Partners Returns a list of partners.
  • List Program Documents Returns a list of program documents.
  • List Programs Returns a list of programs.
  • List Subscriptions Returns a list of subscriptions.
  • Make an API Call Performs an arbitrary authorized API call to the Flair API.
  • Post Demand Response Subscription Creates a demand response subscription for a device or structure.
  • Remove Fleet Programs Removes fleet programs.
  • Remove Partner Programs Removes partner programs.
  • Remove Program Documents Removes program documents.
  • Replace Document Program Replaces document program.
  • Replace Fleet Programs Replaces fleet programs.
  • Replace Partner Programs Replaces partner programs.
  • Replace Program Documents Replaces program documents.
  • Replace Program Fleet Replaces program fleet.
  • Replace Program Partner Replaces program partner.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Canopy and Flair integrations. Pick any from the list below if the current combination isn't the one you need.

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Frequently asked questions

Common questions about connecting Canopy and Flair.

How do I connect Canopy and Flair?

Connect your Canopy and Flair 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]

What can I automate between Canopy and Flair?

Example: when Canopy's "Watch Clients" fires, WEXTL can "Add Fleet Programs" in Flair. Canopy has 2 triggers (including Watch Clients and Watch Updated Clients); Flair has 55 actions (including Add Fleet Programs, Add Partner Programs, and Add Program Documents). Add filters and transforms between steps when you need them. [1]

Can Canopy trigger actions in Flair, and Flair in Canopy?

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]

Do I need to write code to integrate Canopy and Flair?

No. Canopy-to-Flair automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Canopy integrate with Flair in real time?

Yes. Trigger-based automations start the moment Canopy (or Flair) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Canopy + Flair integration?

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.

Do I need a paid plan to connect Canopy with Flair?

You can build your Canopy + Flair 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 Flair integration.

  1. Canopy and Flair integration source code, module specs and credentials implementation.
  2. Our Canopy and Flair integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Canopy and Flair — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Canopy integration information
  6. Flair integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Canopy and Flair integration page documentation. Used sources, AI's role, and how the team validates the result.

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