Canopy Truss

Canopy + Truss Integrations, Built by an AI Agent

Put Canopy + Truss to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Canopy and Truss below — describe the exact one you want above and the Agent builds it on demand.

Canopy + Truss When a new file upload is completed in Truss, transfer and organize the file in Canopy. See details
Record approved expenses in your general ledger When an expense report is approved in Truss, instantly log the transaction as a new expense in Canopy so your books remain completely accurate. See details
Sync recorded accounting expenses back to your expense manager When a new expense is logged directly in Canopy, automatically trigger a synchronization routine in Truss to keep both financial systems aligned. See details
Turn uploaded receipt files into accounting expenses Whenever a staff member uploads a new receipt in Truss, generate an unposted expense in Canopy for rapid reconciliation. See details

Browse the full workflow library →

Looking to achieve something else with Canopy and Truss?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Canopy and Truss

Everything Canopy and Truss can do inside a workflow — the triggers that start one and the actions that run when it fires.

Canopy Explore Canopy →

Canopy is a practice management and accounting platform built for accounting firms to manage tax workflows, document client files, and track billing.

Triggers
New Business Client

Triggers when a business client is created.

Business Client Info Updated

Triggers when a business client's info is updated.

New Individual Client

Triggers when a new client is created.

Individual Client Info Updated

Triggers when an individual client's info is updated.

Actions
Create Business Client

Creates a business client.

Create Individual Client

Creates a new individual client.

Update Business Client

updates a business client.

Update Individual Client

Updates a new individual client.

Truss Explore Truss →

Truss is Documents & Notes software.

Triggers
New Task

Triggers when add new Task to a porject.

New Contact Linked to Entity

Trigger when a new contact is linked to Entity

Contact Modified

Triggers when a contact info is changed.

New Entity

Trigger when a new entity is created

New File Upload

Triggers when a new file is uploaded to the Webapp.

New Comment

Triggers when a new comment is added to a task.

Actions
Add Contact to Entity

Add an exiting contact to an exiting entity.

Add Project Tag

Add a tag to a project

Add Project to Entity

Add an exiting project to an exiting entity.

Get All Projects in Firm

Get all projects in your firm

Get All Firm User

Get all the user from firm

Change Project Status

Change project status

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Canopy + Truss

Is there a pre-built Canopy + Truss automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Canopy and Truss's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Canopy or Truss connector?

No. The Agent works whether or not Canopy or Truss already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

What's the most common Accounting + Expense Management automation?

Creating a bill or journal entry in Canopy the moment an expense is approved in Truss, with the receipt and category carried over automatically.

Does this only fire on approved expenses, not every submission?

Yes — the Agent can be scoped to only act once an expense clears Truss's own approval flow, so unreviewed submissions never hit the books.

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