Connect Algolia and Canopy Connect

Both apps 50Algolia 29Canopy Connect 21

• Trigger
  Browse Records

  Triggers when a new record appears in an Algolia index, optionally limited to records matching a query or filter.

• Action
  Add or Replace Record

  Adds a record to an Algolia index, or replaces the existing record with the same object ID.

• Action
  Batch Indexing

  Adds, updates or deletes several records in one Algolia index with a single request. Returns the affected record IDs and the indexing task ID.

• Action
  Batch Multiple Indices

  Adds, updates, or deletes records across multiple Algolia indices in a single request.

• Action
  Batch Save Query Rules

  Creates or replaces several query rules on an Algolia index in one call, optionally clearing the existing rules first.

• Action
  Batch Save Synonyms

  Creates or replaces a batch of synonyms on an Algolia index.

• Action
  Check Task Status

  Returns whether an Algolia indexing task on an index has finished (published) or is still pending.

• Action
  Clear All Synonyms

  Deletes all synonyms from an Algolia index.

• Action
  Clear Index (Delete All Records)

  Deletes every record from an Algolia index while keeping its settings, synonyms and rules.

• Action
  Copy or Move Index

  Copies or moves (renames) an Algolia index to a destination index within the same application.

• Action
  Delete Index

  Deletes an Algolia index together with all its records and settings.

• Action
  Delete Query Rule

  Deletes a query rule from an Algolia index by its ID.

• Action
  Delete Record

  Deletes a single record from an Algolia index by its object ID.

• Action
  Delete Records by Query

  Deletes every record in an Algolia index that matches a filter. The deletion is queued as a task; empty filters are refused.

• Action
  Delete Synonym

  Deletes a synonym from an Algolia index by its ID.

• Action
  Find Query Rule

  Returns a single query rule from an Algolia index by its rule ID, including its conditions and consequence.

• Action
  Find Record

  Returns one record from an Algolia index by its object ID.

• Action
  Find Synonym

  Finds a synonym in an Algolia index by its ID and returns its type, words and replacements.

• Action
  Get Index Settings

  Returns the settings configured on an Algolia index, such as searchable attributes, ranking and faceting.

• Action
  Get Records (Batch)

  Retrieves one or more records by object ID, potentially from different indices, in a single call.

• Action
  List Indices

  Returns all indices in your Algolia application, with each index's name, record count, size and last-updated time.

• Action
  Partial Update Record

  Adds new attributes to an Algolia record or updates existing ones, leaving the other attributes unchanged.

• Action
  Save Record (Auto Object ID)

  Adds a record to an Algolia index with an auto-generated object ID, or replaces the record if the given object ID already exists.

• Action
  Save Synonym

  Creates a synonym in an Algolia index, or replaces the existing synonym with the same ID.

• Action
  Search for Facet Values

  Searches the values of a facet attribute in an index and returns the matching facet values with their record counts.

• Action
  Search Index

  Searches one Algolia index and returns the matching records (hits) with result counts.

• Action
  Search Multiple Indices

  Runs several search queries against one or more indices in a single request and returns each query's results in the same order.

• Action
  Search Synonyms

  Searches the synonyms of an Algolia index by text and optional synonym type, returning the matching synonyms and the total match count.

• Action
  Update Index Settings

  Updates the settings of an Algolia index, such as searchable attributes, faceting, ranking and typo tolerance. Settings you leave blank are not changed.

• 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.