Go-Live Checklist

An example tech stack with Canopy#

Canopy In Your Tech Stack

* No-Code when using one of Canopy's popular pre-built integrations

Core Services#


Canopy will act as your system of record and keep your entire system in sync across all platforms. The vast majority of your initial setup in Canopy is no-code and should only take a single developer a couple of hours to complete a basic setup of both product and account creation. See: Start Using Canopy

Low-Code  Avg. Developer Time: 4 Hours

Decision Engine#

Most of our clients opt to build their own custom decision engine or manual workflow, but Canopy also works just as well with 3rd party decision software. Once a customer has been approved, your system of choice will send the new account information to CanopyAPI to then create and maintain the account within Canopy.
See: Decision Engine Setup

Low-Code  Avg. Developer Time: 3 Hours

Payment Processor#

A payment processor is mandatory to receive payments from your customers. Canopy works great with any payment processor, however, we do offer pre-built integrations with Repay and Stripe as a no-code solution to integrate a processor without needing to writing a single line of code. See: Payment Processor Setup

No-Code  Configuration Time: 30 Mins

Issuer Processor (Revolving Only)#

If you are building a revolving credit product, you will need an issuer processor to issue a digital and/or physical card for your newly onboarded customer. Canopy works great with any issuer processor, but we also offer a pre-built integration option with Lithic for a quick and easy no-code setup.
See: Issuer Processor Setup

No-Code  Configuration Time: 30 Mins

Non-Critical Services#

Customer Communications#

More likely than not, you will want to send automated communication to your customers regarding things like account balance, statement generation, and payment confirmation. Canopy integrates easily with most popular communication services such as Sendgrid, Mailchimp, Twilio, Intercom, and dozens more. We have a pre-built integration with Sendgrid for an easy no-code integration for your automated email needs.

No-Code  Configuration Time: 30 Mins

Consumer Dashboard UI#

Your customers probably expect a web dashboard to manage their account and make payments. Connecting your new or existing UI Dashboard to display real-time account data and post payments via CanopyAPI is as easy as a single API call and rendering what you need.

Low-Code  Avg. Developer Time: 2 Hours

Customer Support Software#

CanopyOS comes with a powerful built-in customer account management UI that should work out of the box for most clients. For our clients who have existing CRM tools in place, Canopy was designed to share customer data seamlessly to other popular CRM tools such as Zendesk, Salesforce, Help Scout, Freshdesk, and more. For our clients who use Zendesk, we have a pre-built Zendesk App that requires no code to set up.

No-Code  Configuration Time: 30 Mins