Connect canopy and Basin to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for canopy
Choose an Action
Automatically do this!
Create Project
Create Form
Update Form
Update Submissions
Enable Integrations or automations with these events of canopy and Basin
Enable Integrations or automations with these events of canopy and Basin
Actions
Create Project
Creates new project.
Create Form
Creates a new form
Update Form
Updates existing forms.
Update Submissions
Updates submissions
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your canopy and Basin accounts to viaSocket. Once connected, you can set up a workflow where an event in canopy triggers actions in Basin (or vice versa).
Absolutely. You can customize how canopy data is recorded in Basin. This includes choosing which data fields go into which fields of Basin, setting up custom formats, and filtering out unwanted information.
The data sync between canopy and Basin 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 canopy and Basin. 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 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.
Learn MoreAbout Basin
Basin is a powerful tool designed to streamline form management and data collection for businesses and developers. It offers a seamless way to handle form submissions without the need for server-side code, making it ideal for web developers and businesses looking to simplify their form handling processes.
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