Connect Email and canopy to Build Intelligent Automations
Enable Integrations or automations with these events of Email and canopy
Enable Integrations or automations with these events of Email and canopy
Actions
Send approval email
Ask someone to review or approve a step and capture their response via action buttons
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Frequently Asked Questions
To start, connect both your Email and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in canopy (or vice versa).
Absolutely. You can customize how Email 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 Email 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 Email 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 Email
Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
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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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