Connect monday.com and canopy to Build Intelligent Automations

Choose a Trigger

monday.com

When this happens...

Choose an Action

canopy

Automatically do this!

Enable Integrations or automations with these events of monday.com and canopy

Enable Integrations or automations with these events of monday.com and canopy

Triggers

New User

New User

Triggers when new user joins.

New Board

New Board

Triggers when a new board is created/updated

Request a new Trigger for monday.com

Actions

Create Board

Create Board

Create a new monday.com board with the specified name and type; optionally assign it to a workspace or use a template. Returns the new board's ID.

Archive Board

Archive Board

Archive a board to remove it from active boards while preserving its data.

Get Column Values

Get Column Values

Retrieve column values for a specific item or a single column by its ID.

Create Column

Create Column

Add a new column to a board with the selected type and title.

Create Group

Create Group

Create a new group on a specified monday.com board using the provided group name.

Delete Item

Delete Item

Delete an item from a monday.com board.

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Frequently Asked Questions

How do I start an integration between monday.com and canopy?

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

Can we customize how data from monday.com is recorded in canopy?

Absolutely. You can customize how monday.com 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 monday.com and canopy?

The data sync between monday.com 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 monday.com 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 monday.com and canopy?

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

monday.com

About monday.com

monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.

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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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