Connect piriod and canopy to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between piriod and canopy?

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

Can we customize how data from piriod is recorded in canopy?

Absolutely. You can customize how piriod 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 piriod and canopy?

The data sync between piriod 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 piriod 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 piriod and canopy?

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

piriod

About piriod

Subscription management & recurring billing

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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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