Connect AlterEstate and Canopy Connect

Both apps 39AlterEstate 18Canopy Connect 21

• Trigger
  New Contact

  Triggers when a contact is created.

• Trigger
  New Deal

  Triggers when a deal is created.

• Action
  Get Contact

  Returns one contact by its uid.

• Action
  Get Deal

  Returns one deal by its uid.

• Action
  Get Pipeline

  Returns one pipeline with its stages.

• Action
  Get Property

  Returns one property's full detail by slug.

• Action
  List Agents

  Lists the agency's active agents.

• Action
  List Amenities

  Lists the amenities that can be assigned to a property.

• Action
  List Cities

  Lists a country's cities.

• Action
  List Contacts

  Returns contacts, filtered by search text, agent, tag or creation date.

• Action
  List Custom Fields

  Lists the custom fields defined for the company.

• Action
  List Deals

  Returns deals, filtered by pipeline, stage, status, agent or dates.

• Action
  List Pipelines

  Returns the agency's deal pipelines.

• Action
  List Property Documents

  Lists the documents attached to a property.

• Action
  List Round Robins

  Returns the agency's round robins.

• Action
  List Sectors

  Lists a city's sectors (neighborhoods).

• Action
  List Stages

  Returns the stages of the agency's pipelines.

• Action
  Search Properties

  Searches the properties the agency publishes.

• 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.