Connect canopy and Twilio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for canopy
Choose an Action
Automatically do this!
Send SMS
Create a Call
Create a Message
Get a Message
Delete a Message
Get a Call
Delete a Call
Delete an Execution
Get an Execution
Update an Execution
Create an Execution
List Executions
Enable Integrations or automations with these events of canopy and Twilio
Enable Integrations or automations with these events of canopy and Twilio
Triggers
New Messages
Returns the details of the new messages creted on your twilio account.
New Phone Number
Gives the detailed list of the phone number is active on the account.
New Alerts
Gives the details of alerts in every 15 minutes
Actions
Send SMS
Sends message to phone number
Create a Call
Creates Call to a phone number
Create a Message
Sends a message through phone number, messages media and channel.
Get a Message
Returns details of a message
Delete a Message
Deletes a message by id.
Get a Call
Returns the call details by id.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your canopy and Twilio accounts to viaSocket. Once connected, you can set up a workflow where an event in canopy triggers actions in Twilio (or vice versa).
Absolutely. You can customize how canopy data is recorded in Twilio. This includes choosing which data fields go into which fields of Twilio, setting up custom formats, and filtering out unwanted information.
The data sync between canopy and Twilio 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 Twilio. 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 Twilio
Twilio provides a cloud API for voice, text, chat, video, and email communication that enables developers to add communication capabilities to their applications.
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