Connect ponto and canopy to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between ponto and canopy?

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

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

Absolutely. You can customize how ponto 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 ponto and canopy?

The data sync between ponto 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 ponto 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 ponto and canopy?

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

ponto

About ponto

Ponto lets companies automate their finances by offering an API on top of 150+ European banks. Ponto is an Isabel Group product licensed in Belgium.

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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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