Connect SimpleKPI and canopy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SimpleKPI
Choose an Action
Automatically do this!
- Request a new Action for canopy
Enable Integrations or automations with these events of SimpleKPI and canopy
Enable Integrations or automations with these events of SimpleKPI and canopy
Actions
Add KPI Data Entry
Add a KPI entry for a date
Update KPI Data Entry
Update KPI entry values
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Frequently Asked Questions
To start, connect both your SimpleKPI and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in canopy (or vice versa).
Absolutely. You can customize how SimpleKPI 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 SimpleKPI 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 SimpleKPI 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
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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