Canopy by Maxmel Tech

canopy is a cloud based practice management platform for accounting firms, offering tools for client management, document sharing, workflow automation, and communication integrating with make com streamlines accounting workflows and automates repetitive tasks, boosting productivity for accounting professionals this is ai generated content based on official canopy documentation the content may still contain errors—please verify important information if you have questions, contact https //getcanopy com/company directly how to get support on canopy canopy is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=canopy\&app slug=canopy community\&app unique id=canopy api 3vy67p requirements to use the canopy app in make, you must have an approved and secure access to the canopy public api and not be using crm 1, https //getcanopy com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/canopy community/ click the install button follow the on screen instructions to complete the setup connect canopy and {{product name}} to get started, you must first create a connection between canopy and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0,api keys oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to your profile settings navigate to the two factor authentication area of your profile settings set up authentication using an authentication app, such as google authenticator, bitwarden authenticator, or microsoft authenticator scan the qr code with your authentication app or enter the key that generates under the qr code into your authentication app enter the code generated by your authentication app into the provided box in your account and click verify api keys instructions the documentation does not mention any steps or provide information on how to locate or retrieve api keys some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=canopy\&app slug=canopy community\&app unique id=canopy api 3vy67p create the connection in {{product name}} https //www make com/en/register , add the canopy module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your canopy or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page canopy modules after connecting to the canopy app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a client adds a new client to canopy, allowing you to include their contact information, addresses, custom fields, and even connect them to related clients delete a client permanently removes a specific client from your account using their unique client id you’ll need team member permission to use this module get custom fields fetches and lists all custom fields that have been set up for your tenant, giving you a complete overview of the custom data fields available in your account get a client retrieves detailed information for a specific client using their unique client id this module returns comprehensive client data, such as addresses, email addresses, phone numbers, custom fields, and any linked clients to use this module, you’ll need team member permission list clients fetches a list of clients from your canopy account, allowing you to narrow down results by specifying when the clients were last updated you can also manage how many clients are returned at once and navigate through large lists using the limit and next cursor options make an api call allows you to make custom api requests to the service, enabling you to interact with features or endpoints that aren’t covered by the standard modules search clients this module allows you to look up a client using their name, email address, or phone number, helping you quickly find the specific client information you need update a client this module allows you to update the details of an existing client using their client id you can modify information such as the client’s name, email addresses, phone numbers, physical addresses, custom fields, and any linked clients watch clients this module activates whenever a new client is added or when details of an existing client are updated, allowing you to stay up to date with changes in your client list watch updated clients triggers whenever any information about a client—such as their name, contact details, or other profile data—has been updated since the last time the module was run templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} canopy resources you can have access to more resources related to this app on the following links https //getcanopy com https //app swaggerhub com/apis/getcanopy/api/2 https //www make com/en/integrations/canopy community