STEP 1
Connect Canopy and Home Assistant
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 Home Assistant Integration
Automate the handoff between Canopy and Home Assistant - 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.
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Learn about Canopy and Home Assistant
Detailed info you need to know about Canopy and Home Assistant integrations in WEXTL. Explore which modules apps support and how you connect them.
Home Assistant
Control and monitor a Home Assistant instance — read entity states, call services, fire events, and fetch history. [6]
How to connect Canopy to Home Assistant
Set up your Canopy and Home Assistant integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Canopy and Home Assistant 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 Home Assistant. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Canopy and Home Assistant work in WEXTL?
WEXTL exposes actions and triggers for Canopy and Home Assistant 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 triggersHome Assistant 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.
Home Assistant modules
- Call ServiceCalls a Home Assistant service to operate a device or integration.
- Delete EntityDeletes an entity's stored state from Home Assistant.
- Fire EventFires an event onto the Home Assistant event bus.
- Get API StatusReturns a message confirming the API is running.
- Get Calendar EventsRetrieves the events on a calendar between two times.
- Get Camera ImageReturns a still image from a camera entity.
- Get ConfigurationReturns the current Home Assistant configuration.
- Get Entity StateReturns the current state of a single entity.
- Get Error LogReturns the errors logged during the current Home Assistant session.
- Get Logbook EntriesReturns the logbook entries recorded over a period.
- Get State HistoryReturns the recorded state changes for one or more entities over a period.
- Handle IntentDispatches a voice-assistant intent to Home Assistant.
- List CalendarsRetrieves a list of the calendar entities.
- List ComponentsRetrieves a list of currently loaded components.
- List Event TypesRetrieves a list of event types and their listener counts.
- List ServicesRetrieves a list of the services available in each domain.
- List StatesRetrieves the current state of every entity.
- Make an API CallPerforms an arbitrary authorized API call.
- Render TemplateRenders a Home Assistant template and returns the result.
- Set Entity StateSets the stored state of an entity in Home Assistant.
- Validate ConfigurationValidates the Home Assistant configuration file and reports any problems.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Canopy and Home Assistant integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Canopy and Home Assistant.
Connect your Canopy and Home Assistant 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 "Call Service" in Home Assistant. Canopy has 2 triggers (including Watch Clients and Watch Updated Clients); Home Assistant has 21 actions (including Call Service, Delete Entity, and Fire Event). 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-Home Assistant 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 Home Assistant) 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 + Home Assistant 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 Home Assistant integration.
- Canopy and Home Assistant integration source code, module specs and credentials implementation.
- Our Canopy and Home Assistant integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Canopy and Home Assistant — 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
- Home Assistant integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library