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canopy

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Rocketlane

Create integrations between canopy and Rocketlane

Enable Integrations or automations with these events of canopy and Rocketlane

Triggers

canopy

New Project Created

Triggers when a new project is created.

canopy

Project Updated

Triggers when a project is updated.

canopy

Task Updated

Triggers when a task is updated.

Actions

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Create Project

Creates a project.

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Archive Project

Archives a project.

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Create Task

Creates a task.

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Delete Project

Deletes a project.

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Import Template to Project

Imports one templates to a project.

canopy

Update Project

Updates a project.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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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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About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.

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