
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Autobound and canopy
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To start, connect both your Autobound and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in Autobound triggers actions in canopy (or vice versa).
Absolutely. You can customize how Autobound data is recorded in canopy. This includes choosing which data fields go into which fields of canopy, setting up custom formats, and filtering out unwanted information.
The data sync between Autobound and canopy 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 Autobound and canopy. 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.
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Learn MoreCanopy 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.
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