Adds a new client to Canopy, allowing you to include their contact information, addresses, custom fields, and even connect them to related clients.

Permanently removes a specific client from your account using their unique client ID. You’ll need TEAM_MEMBER permission to use this module.

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.

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.

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.

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.

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.

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.

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.

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.