Connect canopy and onpreo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between canopy and onpreo?

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

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

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

How often does the data sync between canopy and onpreo?

The data sync between canopy and onpreo 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 onpreo?

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 onpreo?

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

About onpreo

onpreo is a sales and CRM Software developed for real-estate agents and brokers to organise their leads, contacts and real-estate.

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