Canopy by Maxmel Tech

canopy is an ai powered practice management platform for accounting and tax firms, offering client management, workflow automation, and document handling integrating with make com enables seamless automation and data synchronization across accounting tools, enhancing productivity and reducing manual work limited documentation we currently can't provide complete documentation for canopy because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from canopy and public sources to create detailed guides about 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 app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup canopy modules y ou 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, any custom fields you need, and even link related clients together delete a client permanently removes a specific client from your account using their unique client id to use this module, you need to have team member permissions get custom fields fetches and displays all custom fields that have been set up for your tenant, allowing you to view detailed information about each custom field configured in your system get a client retrieves detailed information for a specific client using their unique client id this module provides comprehensive client details, such as addresses, email addresses, phone numbers, custom fields, and any linked clients to use this module, you need team member permission list clients this module fetches a list of clients from your canopy account you can narrow down the results by specifying when the clients were last updated, and you also have the option to manage how many clients are returned at once and where to continue from in the list using the limit and next cursor settings make an api call allows you to make a custom api request to the service, enabling you to access features or data not covered by the standard modules search clients this module allows you to find a client by searching with their name, email address, or phone number, making it easy to quickly locate specific client information 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 modified, allowing you to stay updated on any changes to 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 make's template gallery , 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 join discussions about canopy on make community visit canopy website view canopy api documentation visit canopy page on make help us improve this documentation have experience with canopy? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=canopy\&app slug=canopy community\&app unique id=canopy api 3vy67p sharing your knowledge in the make community your feedback helps us create better documentation for everyone