Connect Airtable and Canopy Connect

Both apps 37Airtable 16Canopy Connect 21

• Trigger
  New or Updated Record

  Triggers when a record is created or updated.

• Trigger
  New Record

  Triggers when a new record is created or new or existing records when first added to a selected view.

• Action
  Add Comment to Record

  Add a comment to an existing record in Airtable.

• Action
  Create Base

  Create a new Airtable base in your workspace.

• Action
  Create or Update Record

  Find and update an existing record, or create a new one.

• Action
  Create Record

  Creates a new record with auto-populating fields.

• Action
  Create Table

  Create a new table in an existing Airtable base.

• Action
  Delete Record

  Delete a record in a table.

• Action
  Find Record

  Find a record in a table.

• Action
  Find Record by ID

  Find a specific record using its unique ID.

• Action
  Find Table

  Find tables by searching for a keyword in table name or description.

• Action
  Get All Records

  List all records from a table with pagination support.

• Action
  Get Base Schema

  Retrieve the complete schema for a base, including all tables and their field definitions.

• Action
  List bases

  Lists every Airtable base the connected account can see. Takes no search criterion.

• Action
  Update Multiple Records

  Update up to 10 records at once in a specific table.

• Action
  Update Record

  Update a record in a specific table.

• 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).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.