Connect retainr and canopy connect to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for retainr
Choose an Action
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- Request a new Action for canopy connect
Integrate retainr with your favorite apps
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before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your retainr and canopy connect accounts to viaSocket. Once connected, you can set up a workflow where an event in retainr triggers actions in canopy connect (or vice versa).
Absolutely. You can customize how retainr data is recorded in canopy connect. This includes choosing which data fields go into which fields of canopy connect, setting up custom formats, and filtering out unwanted information.
The data sync between retainr and canopy connect 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 retainr and canopy connect. 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 retainr
Retainr is an Agencies platform that manage all orders and supports requests.
Learn MoreAbout canopy connect
Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.
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