Connect PDFGate and canopy to Build Intelligent Automations
Choose a Trigger
When this happens...
Envelope Sent
Envelope Completed
Envelope Document Completed
Choose an Action
Automatically do this!
- Request a new Action for canopy
Enable Integrations or automations with these events of PDFGate and canopy
Enable Integrations or automations with these events of PDFGate and canopy
Triggers
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Envelope Document Completed
Runs when envelope document completed
Actions
Upload PDF
Upload or convert files to PDF
Create PDF from URL/HTML
Convert URL or HTML into a PDF
Get Document Details
Get document details and link
Delete Document
Permanently remove a document
Flatten PDF
Make PDFs non-editable
Extract PDF Form Data
Extract form fields and values
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Frequently Asked Questions
To start, connect both your PDFGate and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFGate triggers actions in canopy (or vice versa).
Absolutely. You can customize how PDFGate 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 PDFGate 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 PDFGate 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 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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