Canopy and NinjaOne Integration

Canopy icon
NinjaOne icon
Canopy
NinjaOne

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Learn about Canopy and NinjaOne

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

Canopy

Canopy icon

Other2 triggers4 searches4 actionsPractice management for accounting and tax firms to manage clients. [5]

NinjaOne

NinjaOne icon

Other148 searches163 actionsRemote monitoring and management (RMM) platform for MSPs — devices, organizations, alerts, policies, patching, ticketing, billing, documents, and asset management. [6]

How to connect Canopy to NinjaOne

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

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

WEXTL exposes actions and triggers for Canopy and NinjaOne 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 triggersNinjaOne actions

Canopy modules
  • Canopy icon
    Create a ClientCreates a new client record in Canopy, including contact details, addresses, custom fields, and linked clients.
  • Canopy icon
    Delete a ClientDeletes a client by their unique client ID. Requires TEAM_MEMBER permission.
  • Canopy icon
    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.
  • Canopy icon
    Get Custom FieldsRetrieves all custom fields defined for the tenant.
  • Canopy icon
    List ClientsRetrieves a list of clients from your Canopy account. You can filter by update time or control pagination using limit and next_cursor.
  • Canopy icon
    Make an API CallPerforms an arbitrary API call.
  • Canopy icon
    Search ClientsSearches for a client by name, email, or phone number.
  • Canopy icon
    Update a ClientUpdates an existing client by client ID, accepting fields such as name, emails, phones, addresses, custom fields, and linked clients.
  • Canopy icon
    Watch ClientsTriggers when a new client is created or an existing client is updated.
  • Canopy icon
    Watch Updated ClientsTriggers when a client's details change since the last run.
NinjaOne modules
  • NinjaOne icon
    Activate Billing ProductActivates a billing product.
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    Add Ticket CommentAdds a comment to a ticket.
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    Add User Role MembersAdds members to a user role.
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    Apply OS Patches To DeviceSubmits a job to apply operating system patches to a device.
  • NinjaOne icon
    Apply Software Patches To DeviceSubmits a job to apply software patches to a device.
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    Approve InvoicesApproves one or more pending invoices.
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    Approve Or Reject DevicesApproves or rejects devices that are waiting for approval.
  • NinjaOne icon
    Archive Checklist TemplateArchives one or more checklist templates.
  • NinjaOne icon
    Archive Document TemplateArchives a document template.
  • NinjaOne icon
    Archive Document TemplatesArchives multiple document templates at once.
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    Archive InvoicesArchives one or more invoices.
  • NinjaOne icon
    Archive Knowledge Base ArticlesArchives one or more knowledge base articles.
  • NinjaOne icon
    Archive Knowledge Base FoldersArchives one or more knowledge base folders.
  • NinjaOne icon
    Archive Organization ChecklistsArchives one or more organization checklists.
  • NinjaOne icon
    Archive Organization DocumentArchives an organization document.
  • NinjaOne icon
    Archive Organization DocumentsArchives multiple organization documents at once.
  • NinjaOne icon
    Cancel Device MaintenanceCancels a device's pending or active maintenance window.
  • NinjaOne icon
    Configure WebhookCreates or updates the account's webhook configuration.
  • NinjaOne icon
    Configure Windows ServiceConfigures a Windows service's startup settings on a device.
  • NinjaOne icon
    Control Windows ServiceStarts, stops, pauses, or restarts a Windows service on a device.
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    Create Adhoc Ticket ProductCreates a non-catalog ticket product on a ticket.
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    Create Asset Relationship TypeCreates a new asset relationship type.
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    Create Asset RelationshipsCreates one or more relationships between assets.
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    Create Asset TagCreates a new asset tag.
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    Create Backup Integrity Check JobCreates a backup integrity check job for a device.
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    Create Billing AccountCreates a new billing account.
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    Create Billing AgreementCreates a new billing agreement.
  • NinjaOne icon
    Create Billing ProductCreates a new billing product.
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    Create Catalog Ticket ProductCreates a catalog-based ticket product on a ticket.
  • NinjaOne icon
    Create Checklist TemplatesCreates one or more checklist templates.
  • NinjaOne icon
    Create ContactCreates a new contact.
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    Create Custom Field DefinitionCreates a new custom field definition.
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    Create Custom Fields In BulkCreates multiple custom field definitions in a single request.
  • NinjaOne icon
    Create Custom TabCreates a new custom tab.
  • NinjaOne icon
    Create Document TemplateCreates a new document template.
  • NinjaOne icon
    Create End UserCreates a new end user.
  • NinjaOne icon
    Create InvoiceCreates a new invoice for a billing agreement.
  • NinjaOne icon
    Create Knowledge Base ArticlesCreates one or more knowledge base articles.
  • NinjaOne icon
    Create Node RolesCreates one or more custom device roles.
  • NinjaOne icon
    Create OrganizationCreates a new organization.
  • NinjaOne icon
    Create Organization ChecklistsCreates one or more organization checklists.
  • NinjaOne icon
    Create Organization Checklists From TemplatesCreates organization checklists from checklist templates.
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    Create Organization DocumentCreates a new document for an organization from a document template.
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    Create Organization DocumentsCreates multiple organization documents at once.
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    Create Organization LocationCreates a new location for an organization.
  • NinjaOne icon
    Create PolicyCreates a new policy.
  • NinjaOne icon
    Create Policy Custom Field ConditionCreates a custom field policy condition.
  • NinjaOne icon
    Create Policy Windows Event ConditionCreates a Windows event policy condition.
  • NinjaOne icon
    Create Related Item AttachmentAttaches an uploaded file to an entity as a related item.
  • NinjaOne icon
    Create Related Item RelationCreates a relation between two entities.

Explore alternative integrations

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

Alternative integrations to Canopy [5]

Alternative integrations to NinjaOne [6]

Try Canopy and NinjaOne on WEXTL®

Claim your 3-day trial to build Canopy with NinjaOne integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Canopy and NinjaOne.

References

List of sources used to gather information about the Canopy and NinjaOne integration.

  1. Canopy and NinjaOne integration source code, module specs and credentials implementation.
  2. Our Canopy and NinjaOne integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Canopy and NinjaOne — 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. NinjaOne integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Canopy and NinjaOne, or get started