Connect anchor and canopy connect to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your anchor and canopy connect accounts to viaSocket. Once connected, you can set up a workflow where an event in anchor triggers actions in canopy connect (or vice versa).
Absolutely. You can customize how anchor data is recorded in canopy connect. This includes choosing which data fields go into which fields of canopy connect, setting up custom formats, and filtering out unwanted information.
The data sync between anchor and canopy connect typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between anchor and canopy connect. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About anchor
Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.
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About canopy connect
Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.
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