Connect intely and canopy to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between intely and canopy?

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

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

Absolutely. You can customize how intely 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 intely and canopy?

The data sync between intely 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 intely 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 intely and canopy?

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

intely

About intely

The ultimate no-code data integrator, custom form builder, and workflow automation platform.

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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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