Integrate B1G1 with Canopy to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate B1G1 with Canopy - no code necessary. See how you can get setup in minutes.

Select a trigger from B1G1

A trigger is an event that starts your Zap and runs the workflow. For example, with B1G1, a trigger could be "New Engagement Impact Submission."

A trigger is the event that kicks off your automated workflow.

Setup an action from Canopy

An action is what takes place after the automation is triggered. For example, with Canopy, the action could be "Create Business Client."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected B1G1 to Canopy

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your B1G1 to Canopy integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect B1G1 and Canopy to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Connect B1G1 and Canopy to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Engagement
Trigger
Scheduled
Try It
- Recurring Impact
  Required
- Quantity
  Required
Action
Write
Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
Try It
Individual Client Info Updated
Triggers when an individual client's info is updated.
Trigger
Instant
Try It
Create Individual Client
Creates a new individual client.
Action
Write

Update Individual Client
Updates a new individual client.
Action
Write
- First Name
- Last Name
- Email Address
- External ID
Action
Search

- First Name
- Last Name
- Email Address
- External ID
Action
Search or write

- Favourite Project
  Required
- Impact Level
  Required
- Quantity
  Required
Action
Write
New Business Client
Triggers when a business client is created.
Trigger
Instant
Try It
New Individual Client
Triggers when a new client is created.
Trigger
Instant
Try It
Create Business Client
Creates a business client.
Action
Write
Update Business Client
updates a business client.
Action
Write
- Business Name
- Email Address
- External ID
Action
Search
- Business Name
- Email Address
- External ID
Action
Search or write

Learn how to automate B1G1 on the Zapier blog

About B1G1

Embed giving into the heart of your business model and activities through B1G1’s giving platform

Learn more Help

Related categories

Fundraising

About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.

Learn more Help

Related categories

Accounting

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