Connect canopy and hiflow to Build Intelligent Automations

Choose a Trigger

canopy

When this happens...

Choose an Action

hiflow

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between canopy and hiflow?

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

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

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

How often does the data sync between canopy and hiflow?

The data sync between canopy and hiflow 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 hiflow?

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 hiflow?

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

Learn More
hiflow

About hiflow

Hiflow allows you to manage your projects, encode your services, create your invoices and analyse your activity online.

Learn More