# Canopy automation that keeps client intake and deadlines moving. ## Canopy automation at a glance | Does Canopy have an API? | Canopy says it has a public API for syncing client data, and it connects to other apps through Zapier. For anything beyond client data we work through Zapier or exports and tell you the limits first. | |---|---| | Connects with | Zapier, Google Sheets, Gmail, Outlook, QuickBooks, Mailchimp, Calendly | | Used by | Accounting, Bookkeepers | | What we build | Client intake to Canopy; Client list in step; Document reminders; Workload report; Deadline calendar | ## Sound familiar? What accounting and tax firms on Canopy tell us before a project starts. *Close-up of a person analyzing financial documents using a calculator and pen* Photo: [Bia Limova on Pexels](https://www.pexels.com/photo/financial-analysis-with-calculator-and-documents-33175651/) - New client details are copied from a form into Canopy. - We chase missing documents one email at a time. - Workload by preparer lives in a spreadsheet. - Our CRM or email tool has a different client list. - Season deadlines rely on a wall calendar. ## What we build Each one is a working piece you can open and check when it's done. ### Client intake to Canopy New clients from your intake form or website added to Canopy with their details checked, through Zapier or the client API. [API integrations and data sync](https://pushbuild.com/services/api-integrations.html) [n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html) ### Client list in step Client contacts kept the same between Canopy and your email or CRM tool so newsletters and reminders reach the right people. [API integrations and data sync](https://pushbuild.com/services/api-integrations.html) ### Document reminders Clients still missing documents sent a polite reminder on a schedule until the file is complete. [n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html) ### Workload report Returns by stage and preparer in one sheet each week, so partners can rebalance work early. [Dashboards and reporting](https://pushbuild.com/services/dashboards.html) [Google Sheets and Apps Script automation](https://pushbuild.com/services/google-apps-script.html) ### Deadline calendar Extension and filing deadlines gathered into a shared calendar with reminders ahead of each date. [n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html) ### Billing follow-up Unpaid invoices listed weekly by client and partner, ready for a reminder. [n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html) **What we connect it to:** [Zapier](https://pushbuild.com/tools/zapier.html), [Google Sheets](https://pushbuild.com/tools/google-sheets.html), [Gmail](https://pushbuild.com/tools/gmail.html), [Outlook](https://pushbuild.com/tools/outlook.html), [QuickBooks](https://pushbuild.com/tools/quickbooks.html), [Mailchimp](https://pushbuild.com/tools/mailchimp.html), [Calendly](https://pushbuild.com/tools/calendly.html). **Industries that use it:** [Accounting](https://pushbuild.com/for/accounting.html), [Bookkeepers](https://pushbuild.com/for/bookkeepers.html). ## Example projects Illustrations of the shape of the work, not past clients. Yours gets its own written scope. Example project ### Intake form to client record Example: a small tax practice adds every new client from its website form to Canopy without retyping. Web form, Zapier, Canopy Example project ### Missing document chaser Example: clients who have not uploaded their forms get a reminder every few days until the file is complete. Canopy, Zapier, email Example project ### Season workload sheet Example: a managing partner sees returns by stage and preparer each Monday in one sheet. Google Sheets, Apps Script Not sure where to start? [Start with an Automation Audit](https://pushbuild.com/audit.html). ## Questions people ask first **Does Canopy have an API?** Canopy says it has a public API for syncing client data, and it connects to other apps through Zapier. For anything beyond client data we work through Zapier or exports and tell you the limits first. **Can you connect Canopy to our CRM or email tool?** Yes, for client contact details. We agree which fields move and in which direction before building. **Will this work during tax season?** We aim to finish and test before your busy season starts, and keep changes small once it begins. **How do we start?** Tell us which part of intake or follow-up takes the most time. We reply with questions or a written scope. ## Related [**TaxDome**Lead intake, client set-up, document collection and reporting for TaxDome firms, connected through Zapier and your other tools..](https://pushbuild.com/tools/taxdome.html)[**Karbon**Client onboarding, recurring work, document requests and reporting for Karbon firms, connected to your accounting and form tools..](https://pushbuild.com/tools/karbon.html)[**QuickBooks**Sync QuickBooks Online with your CRM, job software, store and spreadsheets, and cut the manual entry and cleanup..](https://pushbuild.com/tools/quickbooks.html)[**Zapier**Zapier workflows built, repaired and tidied, with custom code and webhooks where an app has no ready-made connection..](https://pushbuild.com/tools/zapier.html) ## Tell us what you need built. Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope. [hello@pushbuild.com](mailto:hello@pushbuild.com?subject=Canopy%20project) [(617) 299-8887](tel:+16172998887) **Pushbuild** ยท Automate your business with Pushbuild: [pushbuild.com/contact](https://pushbuild.com/contact) --- As of 2026-11-10. Source: https://pushbuild.com/tools/canopy.html