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Rocket Referrals + Canopy Integrations

How to connect Rocket Referrals + Canopy

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Supported triggers and actions

What does this mean?

How Rocket Referrals + Canopy Integrations Work

  1. Step 1: Authenticate Rocket Referrals and Canopy.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
rocket-referrals logo
rocket-referrals logo

About Rocket Referrals

Rocket Referrals is designed to get clients to stay longer, buy more and refer their friends. You'll see results in under 48 hours.

Related categories

  • Marketing Automation
canopy logo
canopy logo

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.

Related categories

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