Connect Swit and canopy to Build Intelligent Automations

Choose a Trigger

Swit

When this happens...

Choose an Action

canopy

Automatically do this!

Enable Integrations or automations with these events of Swit and canopy

Enable Integrations or automations with these events of Swit and canopy

Triggers

New Idea

New Idea

Triggers when a new idea is posted on a specific channel.

New Message

New Message

Triggers when a new message is posted on a specific channel.

New Comment on Task

New Comment on Task

Triggers when a new comment is posted to a specific task.

Request a new Trigger for Swit

Actions

Create Channel

Create Channel

Creates a channel in a workspace you select.

Create Idea

Create Idea

Posts an idea on a channel you select.

Create Message

Create Message

Posts a message on a channel you select.

Create Project

Create Project

Creates a project in a workspace you select.

Create Task

Create Task

Creates a task in a project you select.

Create Comment on Task

Create Comment on Task

Posts a comment to a task you select.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Swit and canopy?

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

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

Absolutely. You can customize how Swit 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 Swit and canopy?

The data sync between Swit 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 Swit 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 Swit and canopy?

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

Swit

About Swit

Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.

Learn More
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.

Learn More