Connect Plotly and canopy to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Plotly and canopy?

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

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

Absolutely. You can customize how Plotly 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 Plotly and canopy?

The data sync between Plotly 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 Plotly 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 Plotly and canopy?

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

Plotly

About Plotly

Plotly is a leading data visualization platform that allows users to create interactive and visually appealing graphs and charts. It is widely used for data analysis and presentation, offering tools for both beginners and advanced users to transform data into insightful visual stories.

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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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