What Data Does Canopy Support?
Canopy’s API is currently focused on providing important client data that you could utilize for a variety of purposes. Once approved and given secure access to Canopy data, your firm could securely access the following data:
- Client contact information (Client name, date of birth, phone, email, address, etc.)
- Individual filing type and business type
- All custom fields
- External ID and Client ID (GUID)
- Client statuses (Prospect, Active, Inactive, Archived)
- Linked clients
How can I use Canopy’s API?
We're sure you'll think up some valuable ways to use our API, but some of the most common use cases include:
Leverage client data from Canopy to integrate with your phone system. Enhance customer experience by automatically displaying vital client details, such as their name or company name, when they call in.
Retrieve client data from Canopy and transfer it to a dedicated sales system for efficient storage and effective client management.
Marketing Automation Tools
Utilize client data to import into your marketing automation tool and establish drip campaigns. Additionally, ensure seamless synchronization of client information between your marketing automation tool and Canopy whenever updates occur.
We’re excited about your interest in connecting to our API to expand the functionality of our system. Before connecting, you will need to provide some important information and confirm that you are a Canopy customer. After going through our secure review and approval process you will then be able to connect to the data.
To get started, please provide the necessary data with this form.