Connect canopy and jestor to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between canopy and jestor?

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

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

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

How often does the data sync between canopy and jestor?

The data sync between canopy and jestor 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 jestor?

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 jestor?

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

About jestor

Jestor is an easy way to build internal tools for your company. It's a relational database powered by analytics, low-code and no-code automations.

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