Connect canopy and karbon to Build Intelligent Automations

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canopy

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karbon

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This process may take 15 to 30 days.

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Frequently Asked Questions

How do I start an integration between canopy and karbon?

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

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

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

How often does the data sync between canopy and karbon?

The data sync between canopy and karbon 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 karbon?

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 karbon?

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

About karbon

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.

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