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Canopy Servicing

Display Canopy Servicing customer, account, and payment data

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Canopy Servicing

About this app

Modern day servicing and support requires access to customer data no matter the system it resides in. With Canopy for Zendesk, you can streamline your agent's workflow by automatically matching and surfacing the Canopy customer, account and payment information seamlessly within Zendesk.

Canopy is a technology company that builds modern servicing infrastructure for scaling FinTechs. Canopy offers a plug and play system of record for companies who want to launch lending products quickly and reliably. We help financial technology companies service lending products through flexible, modern APIs and clean documentation. Our platform allows companies to easily make changes to products/accounts/policies/payments through the Canopy API or UI. We help companies lower operational cost and create servicing features that customers actually want. Our platform enables FinTechs to innovate on new financial products by allowing ultimate flexibility in account servicing.

App details

How to install

  • Install the app from the marketplace

    1. Log into Canopy and retrieve your Client ID and Client Secret by navigating to Admin>App Keys.
    2. Back in Zendesk, in the App installation screen, copy the Client ID and Client Secret in the corresponding fields.

    3. If you are integrating with a production Canopy environment, then check the box "Production Environment".

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