Connect Plunk and canopy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Contact Is Updated
Choose an Action
Automatically do this!
- Request a new Action for canopy
Enable Integrations or automations with these events of Plunk and canopy
Enable Integrations or automations with these events of Plunk and canopy
Triggers
New Contact Is Added
Runs when a new contact is added in Plunk.
Contact Is Updated
Runs when a contact is updated in Plunk.
Actions
Create Contact
Adds a new contact to Plunk or updates an existing contact.
Create Campaign
Creates a new campaign in Plunk to start outreach and track results.
Track Event
Record an activity in Plunk so it is saved and visible in your account.
Send Campaign
Sends the selected campaign now or schedules it to send later.
Update Contact
Updates an existing contact or creates a new contact in Plunk.
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Frequently Asked Questions
To start, connect both your Plunk and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in Plunk triggers actions in canopy (or vice versa).
Absolutely. You can customize how Plunk 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 Plunk 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 Plunk 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 Plunk
Plunk is a platform designed to enhance productivity and streamline workflows through automation and integration of various applications.
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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