Connect canopy and anchor to Build Intelligent Automations

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anchor

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Frequently Asked Questions

How do I start an integration between canopy and anchor?

To start, connect both your canopy and anchor accounts to viaSocket. Once connected, you can set up a workflow where an event in canopy triggers actions in anchor (or vice versa).

Can we customize how data from canopy is recorded in anchor?

Absolutely. You can customize how canopy data is recorded in anchor. This includes choosing which data fields go into which fields of anchor, setting up custom formats, and filtering out unwanted information.

How often does the data sync between canopy and anchor?

The data sync between canopy and anchor typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from canopy to anchor?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between canopy and anchor?

Yes, you can set conditional logic to control the flow of data between canopy and anchor. 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.

canopy

About 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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anchor

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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