Connect finmei and canopy to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between finmei and canopy?

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

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

Absolutely. You can customize how finmei 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 finmei and canopy?

The data sync between finmei 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 finmei 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 finmei and canopy?

Yes, you can set conditional logic to control the flow of data between finmei 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.

finmei

About finmei

Finmei is an invoicing tool which helps you quickly issue invoices and track your expenses.

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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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