Connect wuf and canopy connect to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your wuf and canopy connect accounts to viaSocket. Once connected, you can set up a workflow where an event in wuf triggers actions in canopy connect (or vice versa).
Absolutely. You can customize how wuf 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.
The data sync between wuf and canopy connect 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 wuf 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.
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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