--- title: "Connect 2Chat and Canopy Connect - APIANT.ai" description: "When \"Incoming Call Completed\" fires in 2Chat, your agent runs \"Create Monitoring\" in Canopy Connect." canonical: "https://apiant.ai/connect/2chat-to-canopy-connect" --- # Connect 2Chat and Canopy Connect When **Incoming Call Completed** fires in [2Chat](https://apiant.ai/connections/2chat), your agent runs **Create Monitoring** in [Canopy Connect](https://apiant.ai/connections/canopy-connect), or **Pull Completed** in Canopy Connect to **Create Contact** in 2Chat. Describe the whole flow and it is built, tested on every scenario and kept running. 2Chat **13** triggers 2Chat **1** action Canopy Connect **1** trigger Canopy Connect **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want 2Chat and Canopy Connect to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What 2Chat and Canopy Connect can do together ### From 2Chat to Canopy Connect - When **Incoming Call Completed** in 2Chat then **Create Monitoring** in Canopy Connect - When **New WhatsApp Conversation** in 2Chat then **Create Widget** in Canopy Connect ### From Canopy Connect to 2Chat - When **Pull Completed** in Canopy Connect then **Create Contact** in 2Chat Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with 2Chat and Canopy Connect ## Triggers and actions 14 triggers · 21 actions - Trigger **Call Status Update** Triggers when a call changes state. E.g.: ringing, missed, answered, canceled, completed, etc. - Trigger **Incoming Call Completed** Triggers when an incoming phone call is completed (answered or missed). - Trigger **New WhatsApp Conversation** Triggers when a new WhatsApp conversation is started on your 2Chat connected number. - Trigger **New WhatsApp Message** Triggers when a new message is either sent or received on 2Chat. Works for messages sent by agents or sent by your users/customers. - Trigger **Outgoing Call Completed** Triggers when an outgoing phone call is completed (answered or canceled). - Trigger **Participant Joined a WhatsApp Group** Triggers when someone joins a WhatsApp Group - Trigger **Participant Left a WhatsApp Group** Triggers when someone leaves a WhatsApp Group - Trigger **Participant Was Removed From a WhatsApp Group** Triggers when someone is removed from a WhatsApp Group - Trigger **WhatsApp Audio Message Transcribed** Triggers when a new WhatsApp audio message is transcribed to text. - Trigger **WhatsApp Call Made** Triggers when a new WhatsApp call is made from your connected number. - Trigger **WhatsApp Call Received** Triggers when a new WhatsApp call is received on your connected number. - Trigger **WhatsApp Group Message Received** Triggers when a new WhatsApp Group Message is received - Trigger **WhatsApp Order Received** Triggers when a WhatsApp Order is received on your 2Chat connected number. - Action **Create Contact** Creates a Contact in 2Chat - Trigger **Pull Completed** Triggers when a new insurance pull arrives on your team — a prospect has submitted through Canopy Connect and their insurance profile has been processed. - Action **Create Monitoring** Starts monitoring a pull's insurance account so its data refreshes on a fixed interval. - Action **Create Widget** Creates a Canopy Connect link (widget) customers use to share their insurance. - Action **Delete Widget** Deletes a Canopy Connect link (widget). - Action **Get Carrier** Returns one insurance carrier Canopy Connect supports. - Action **Get Monitoring** Returns one monitoring of a connected insurance account. - Action **Get Pull** Returns one insurance pull with its policies, drivers, vehicles, dwellings and documents. - Action **Get Servicing Action** Returns one servicing action and its status. - Action **Get Team** Returns your Canopy Connect team's details. - Action **Get Widget** Returns one Canopy Connect link (widget). - Action **List Carriers** Returns the insurance carriers Canopy Connect can pull policies from. - Action **List Monitorings** Returns your team's monitorings, the ongoing refreshes of connected insurance accounts. - Action **List Pulls** Returns the insurance pulls (submitted insurance profiles) your team has received, newest first. - Action **List Servicing Actions** Returns your team's servicing actions (policy changes requested on a customer's behalf). - Action **List Widgets** Returns your team's Canopy Connect links (widgets) that customers use to share their insurance. - Action **Look Up Property Data** Looks up property details (structure, year built, square footage and more) for an address. Requires a Canopy plan with property data lookups. - Action **Refresh Monitoring** Refreshes a monitored insurance account right away, creating a new pull. - Action **Run Policy Check** Runs a policy check on a pull against your team's saved policy check settings and returns the results. - Action **Stop Monitoring** Stops a monitoring so the insurance account is no longer refreshed. - Action **Update Monitoring** Changes a monitoring's refresh interval, next refresh date, stop date or status. - Action **Update Widget** Updates a Canopy Connect link (widget). ## Each app on its own - [ **2Chat** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connections/2chat) - [ **Canopy Connect** Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance...](https://apiant.ai/connections/canopy-connect) Reviews ## What our customers say ## More from 2Chat - [ **2Chat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/2chat-to-hubspot) - [ **2Chat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/2chat-to-salesforce) - [ **2Chat to GatewayAPI SMS** GatewayAPI SMS is an API service providing out- and ingoing SMS message services at competitive prices.](https://apiant.ai/connect/2chat-to-gatewayapi-sms) - [ **2Chat to PostHog** PostHog is the single platform for building successful products.](https://apiant.ai/connect/2chat-to-posthog) - [ **2Chat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/2chat-to-slack) - [ **2Chat to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/2chat-to-google-sheets) ## More into Canopy Connect - [ **ActiveCampaign to Canopy Connect** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-canopy-connect) - [ **Airtable to Canopy Connect** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-canopy-connect) - [ **Asana to Canopy Connect** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-canopy-connect) - [ **Brevo to Canopy Connect** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-canopy-connect) - [ **Calendly to Canopy Connect** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-canopy-connect) - [ **3Scribe to Canopy Connect** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-canopy-connect) Questions ## 2Chat and Canopy Connect, answered ### ### What can start an automation from 2Chat? Any of 2Chat's 13 triggers in the catalog, including Incoming Call Completed, New WhatsApp Conversation, New WhatsApp Message and Outgoing Call Completed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Canopy Connect when something happens in 2Chat? Any of Canopy Connect's 20 actions, including Create Monitoring, Create Widget, Update Monitoring and Update Widget. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Canopy Connect to 2Chat? Yes. When something happens in Canopy Connect, your agent can act in 2Chat too. This page covers both directions: Canopy Connect's triggers and 2Chat's actions are listed here as well. ### ### Do I have to build a connector for 2Chat or Canopy Connect? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use 2Chat and Canopy Connect without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.