Connect Floworg AI and canopy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Floworg AI
Choose an Action
Automatically do this!
- Request a new Action for canopy
Enable Integrations or automations with these events of Floworg AI and canopy
Enable Integrations or automations with these events of Floworg AI and canopy
Actions
Add Tag By Name To User
Add tag by name to specific user
Add Tag To User
Add a tag to a specific user
Broadcast Sub flow To User
Broadcast sub flow by user ns list
Clear User Field
Clears the user variable field value
Clear User Field by Name
Clears the user variable field value by name
Create Custom Field
Create a bot field or user field
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Frequently Asked Questions
To start, connect both your Floworg AI and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in Floworg AI triggers actions in canopy (or vice versa).
Absolutely. You can customize how Floworg AI 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 Floworg AI 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 Floworg AI 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 Floworg AI
Floworg AI is an advanced AI-driven platform designed to streamline and enhance organizational workflows. By leveraging cutting-edge artificial intelligence, Floworg AI helps businesses automate routine tasks, optimize processes, and improve overall efficiency. Whether you're managing projects, coordinating teams, or handling complex data, Floworg AI provides the tools you need to stay ahead in a competitive market.
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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