Getting Started Guides
Access
Reach out to your Canopy representative to have Connect enabled in your environment.
Once enabled, Connect will appear in your CanopyOS menu for Admin level users.
Creating Your First Flow
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Increasing Repayment Rates
For this tutorial, we'll use the case of wanting to send borrowers upcoming payment reminders to help increase repayment rates.
Note: Canopy has already created a template for this scenario for you out of the box, but we'll walk through how you could have done it yourself as well.
Starting a New Workflow
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Connect Canopy Getting Started Part 1: Create a new workflow.
For this tutorial, we'll use the case of wanting to send borrowers upcoming payment reminders to help increase repayment rates. We'll walk through how to automate this with Canopy Connect.
8 Steps
49 seconds
Step 0 of 8
Get Started
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Setting Workflow Steps & Logic
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Connect Canopy Getting Started Part 2: Setting Workflow Steps & Logic
43 Steps
5 minutes
Step 0 of 43
Get Started
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Testing
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Connect Canopy Getting Started Part 3: Testing
10 Steps
50 seconds
Step 0 of 10
Get Started
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Publishing & Activation
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Connect Canopy Getting Started Part 4: Activation & Monitoring
17 Steps
2 minutes
Step 0 of 17
Get Started
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Updated about 1 year ago