Connect Needle and canopy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Needle
Choose an Action
Automatically do this!
- Request a new Action for canopy
Enable Integrations or automations with these events of Needle and canopy
Enable Integrations or automations with these events of Needle and canopy
Actions
Create Collection
Create a new Collection.
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Frequently Asked Questions
To start, connect both your Needle and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in Needle triggers actions in canopy (or vice versa).
Absolutely. You can customize how Needle 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 Needle 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 Needle 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 Needle
Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.
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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