Connect Timesheet and canopy to Build Intelligent Automations
Enable Integrations or automations with these events of Timesheet and canopy
Enable Integrations or automations with these events of Timesheet and canopy
Triggers
New Project
Triggers when a new project is created.
New Task
Triggers when a new task is created.
New Team
Triggers when a new team is created.
New Rate
Triggers when a new rate is created.
New Tag
Triggers when a new tags is created.
Actions
Create a Task
Creates a new task.
Create a Team
Creates a new team.
Create a Rate
Create a new rate.
Create a Tag
Create a new tag.
Create a Project
Creates a new project.
Update a Project
Update an existing project.
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Frequently Asked Questions
To start, connect both your Timesheet and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in Timesheet triggers actions in canopy (or vice versa).
Absolutely. You can customize how Timesheet 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 Timesheet 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 Timesheet 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 Timesheet
Timesheet.io offers a simple time tracking solution for teams, allowing for easy logging of work hours, project management, and analytics.
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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.
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