Connect NileDesk and canopy to Build Intelligent Automations
Enable Integrations or automations with these events of NileDesk and canopy
Enable Integrations or automations with these events of NileDesk and canopy
Actions
Create Draft Board Item
Create a new board item and save it as a draft.
Create Draft Process Flow Item
Create a new process flow item and save it as a draft.
Create Process Item
Create and submit a new process item
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Frequently Asked Questions
To start, connect both your NileDesk and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in NileDesk triggers actions in canopy (or vice versa).
Absolutely. You can customize how NileDesk 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 NileDesk 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 NileDesk 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 NileDesk
NileDesk is a Low-Code BPM software, empowering the staff in departments like HR, Finance, IT, Sales, Procurement, etc., to design efficient workflow solutions.
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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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