STEP 1
Connect Canopy and uProc
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 uProc Integration
Automate the handoff between Canopy and uProc - 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 uProc
Detailed info you need to know about Canopy and uProc integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Canopy to uProc
Set up your Canopy and uProc integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Canopy and uProc 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 uProc. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Canopy and uProc work in WEXTL?
WEXTL exposes actions and triggers for Canopy and uProc 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 triggersuProc 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.
uProc modules
- Make an API CallCalls any path on the uProc API.
- Process Multiple RowsSchedules one processor across many rows.
- Process One RowRuns one processor on a single row.
- Process StreamSchedules processors against a file or database stream.
- Process with CallbackSchedules one processor and posts the result to a callback URL.
Frequently asked questions
Common questions about connecting Canopy and uProc.
Connect your Canopy and uProc 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 "Make an API Call" in uProc. Canopy has 2 triggers (including Watch Clients and Watch Updated Clients); uProc has 5 actions (including Make an API Call, Process Multiple Rows, and Process One Row). 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-uProc 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 uProc) 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 + uProc 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 uProc integration.
- Canopy and uProc integration source code, module specs and credentials implementation.
- Our Canopy and uProc integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Canopy and uProc — 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
- uProc integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library