Connect canopy and magnet to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between canopy and magnet?

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

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

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

How often does the data sync between canopy and magnet?

The data sync between canopy and magnet 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 magnet?

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 magnet?

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

About magnet

Magnet is an all-in-one learning management system (LMS) and learning experience platform (LXP).

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