viaSocket
Integrations Sensible canopy connect
Sensible + canopy connect

Connect Sensible and canopy connect to Build Intelligent Automations

Choose a Trigger

Sensible

When this happens...

Choose an Action

canopy connect

Automatically do this!

Enable Integrations or automations with these events of Sensible and canopy connect

Enable Integrations or automations with these events of Sensible and canopy connect

Triggers

New Document Extraction

New Document Extraction

Triggers when a new document is successfully extracted

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Actions

Extract Document

Extract Document

Extract data from a document

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Frequently Asked Questions

How do I start an integration between Sensible and canopy connect?

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

Can we customize how data from Sensible is recorded in canopy connect?

Absolutely. You can customize how Sensible 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.

How often does the data sync between Sensible and canopy connect?

The data sync between Sensible and canopy connect 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 Sensible to canopy connect?

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 Sensible and canopy connect?

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

Sensible

About Sensible

Sensible is a platform designed to streamline and optimize your business processes through intelligent automation and data management. It offers tools to enhance productivity, improve decision-making, and ensure seamless operations.

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canopy connect

About 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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