Connect canopy and posh to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between canopy and posh?

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

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

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

How often does the data sync between canopy and posh?

The data sync between canopy and posh 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 posh?

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 posh?

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

About posh

Posh is a virtual receptionist service.

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