Connect Callbell and canopy to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Created
Contact Updated
Team Membership Updated
Choose an Action
Automatically do this!
- Request a new Action for canopy
Enable Integrations or automations with these events of Callbell and canopy
Enable Integrations or automations with these events of Callbell and canopy
Triggers
Contact Created
Triggers when a new contact is created in Callbell
Contact Updated
Triggers when a contact is updated
Team Membership Updated
Triggered when a team member is added or removed from a team.
Actions
Create New Contact
Creates a new Contact
Update Contact
Updates one or more fields in an existing contact.
List Contact
Get all contacts in Callbell.
List Team
Get all team in Callbell.
Update Bot Status
Updates the bot status assigned to the conversation. It can be either bot_start or bot_end.
List Channels
Get all channels in Callbell.
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Frequently Asked Questions
To start, connect both your Callbell and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in Callbell triggers actions in canopy (or vice versa).
Absolutely. You can customize how Callbell 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 Callbell 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 Callbell 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.
About Callbell
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
Learn MoreAbout 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.
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