Connect Ebby and canopy to Build Intelligent Automations
Choose a Trigger
When this happens...
New File Created
Choose an Action
Automatically do this!
- Request a new Action for canopy
Enable Integrations or automations with these events of Ebby and canopy
Enable Integrations or automations with these events of Ebby and canopy
Triggers
New File Created
Triggers when new files are created within the selected time interval.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Ebby and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in Ebby triggers actions in canopy (or vice versa).
Absolutely. You can customize how Ebby 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.
The data sync between Ebby and canopy 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 Ebby 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.
About Ebby
Ebby is a comprehensive platform designed to streamline and enhance the real estate transaction process. It offers tools and features that facilitate communication, document management, and transaction tracking for real estate professionals, ensuring a seamless experience for both agents and clients.
Learn MoreAbout 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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