Connect canopy and brief to Build Intelligent Automations

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brief

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Frequently Asked Questions

How do I start an integration between canopy and brief?

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

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

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

How often does the data sync between canopy and brief?

The data sync between canopy and brief 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 brief?

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 brief?

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

About brief

Brief is a team collaboration tool enabling team members to prioritize and focus on important tasks while minimizing distractions.

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