When this happens...

Automatically do this!
Enable Integrations or automations with these events of Monetizze and canopy
Get all transactions, filtering by product, sales code (transaction), sale start date, completion date, status, payment method with the possibility of paginating the results.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Monetizze and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in Monetizze triggers actions in canopy (or vice versa).
Absolutely. You can customize how Monetizze 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 Monetizze 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 Monetizze 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.
Monetizze is a versatile payment platform that also integrates affiliate marketing. It allows users to become either product creators or affiliates, enabling the sale of digital and physical products. With Monetizze, you can manage your payments, subscriptions, and affiliate relationships in one place, making it ideal for businesses looking to sell info products, physical items, or run affiliate programs.
Learn MoreCanopy 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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