--- title: Canopy by Maxmel Tech slug: canopy-api-3vy67p description: How to integrate Canopy with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_canopy-community.png docTags: createdAt: 2025-11-19T03:44:06.027Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/canopy-community.png" alt caption size="50" width="512" height="512"}

:inlineImage[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/JoAJhvSlBlBIvHteHmo_y-20251023-115411.jpeg" alt caption size="46" width="400" height="128"} | 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. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Canopy](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, [create your account on Canopy.](https://getcanopy.com) # App installation :::hint{type="info"} To install this app, you need Admin, Owner, or App Developer permissions. [Learn more about organization roles.](docId:-FOYcASPYP9uYKGm7LQPB) ::: ::::WorkflowBlock :::WorkflowBlockItem Go to the [Make integration page](https://www.make.com/en/integrations/canopy-community/). ::: :::WorkflowBlockItem Click the **Install** button. ::: :::WorkflowBlockItem **Follow** the on-screen instructions to complete the setup. ::: :::: # Connect Canopy and Make To get started, you must first create a connection between Canopy and Make, 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. ::::WorkflowBlock :::WorkflowBlockItem Login to your platform using your credentials. ::: :::WorkflowBlockItem Navigate to your Profile settings. ::: :::WorkflowBlockItem Navigate to the Two-Factor Authentication area of your Profile settings. ::: :::WorkflowBlockItem Set up authentication using an Authentication app, such as Google Authenticator, Bitwarden Authenticator, or Microsoft Authenticator. ::: :::WorkflowBlockItem Scan the QR code with your authentication app or enter the key that generates under the QR code into your authentication app. ::: :::WorkflowBlockItem 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. :::WorkflowBlock ::: :::hint{type="info"} 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 Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Canopy module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *in the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Canopy modules After connecting to the Canopy app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Canopy resources You can have access to more resources related to this app on the following links : - [Canopy website](https://getcanopy.com) - [Canopy API documentation](https://app.swaggerhub.com/apis/GetCanopy/API/2) - [Canopy page on make](https://www.make.com/en/integrations/canopy-community) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::