Connect canopy and PHC GO to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for canopy
Choose an Action
Automatically do this!
- Request a new Action for PHC GO
Integrate canopy with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your canopy and PHC GO accounts to viaSocket. Once connected, you can set up a workflow where an event in canopy triggers actions in PHC GO (or vice versa).
Absolutely. You can customize how canopy data is recorded in PHC GO. This includes choosing which data fields go into which fields of PHC GO, setting up custom formats, and filtering out unwanted information.
The data sync between canopy and PHC GO typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between canopy and PHC GO. 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.
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 MoreAbout PHC GO
PHC GO is more than just online management software. It is the perfect ally for your day-to-day: zero initial investment, cloud management, continuous updating and high-speed transformation. Sales, purchases, treasury, legal obligations and much more.
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