Connect Desk-Net and canopy to Build Intelligent Automations

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canopy

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Frequently Asked Questions

How do I start an integration between Desk-Net and canopy?

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

Can we customize how data from Desk-Net is recorded in canopy?

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

How often does the data sync between Desk-Net and canopy?

The data sync between Desk-Net and canopy 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 Desk-Net to canopy?

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 Desk-Net and canopy?

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

Desk-Net

About Desk-Net

Desk-Net is a comprehensive editorial management tool designed to streamline the planning, coordination, and execution of content across various media platforms. It offers features such as task management, calendar scheduling, and team collaboration to enhance productivity and ensure timely delivery of content.

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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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