Connect Signaturely and canopy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Signaturely
Choose an Action
Automatically do this!
- Request a new Action for canopy
Enable Integrations or automations with these events of Signaturely and canopy
Enable Integrations or automations with these events of Signaturely and canopy
Actions
Create Folder
This action creates a new folder.
Search Document
Search your documents.
Rename Document
This action rename the document.
Delete Document
This action deletes the document.
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Frequently Asked Questions
To start, connect both your Signaturely and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in Signaturely triggers actions in canopy (or vice versa).
Absolutely. You can customize how Signaturely 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 Signaturely 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 Signaturely 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 Signaturely
Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
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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