Connect canopy and jepto to Build Intelligent Automations

Choose a Trigger

canopy

When this happens...

Choose an Action

jepto

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 jepto?

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

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

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

How often does the data sync between canopy and jepto?

The data sync between canopy and jepto 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 jepto?

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 jepto?

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

About jepto

Jepto is a Marketing Intelligence and Automation tool that helps you get more done.

Learn More