Connect canopy and roger to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between canopy and roger?

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

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

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

How often does the data sync between canopy and roger?

The data sync between canopy and roger 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 roger?

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 roger?

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

About roger

Roger is the all-in-one professional communication & collaboration tool. Get your projects moving with anyone.

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