Connect Ambient and Canopy Connect

Both apps 34Ambient 13Canopy Connect 21

• Trigger
  New File

  Triggers when a new file is uploaded to an Ambient project.

• Trigger
  New Insight

  Triggers when Ambient creates a new AI insight, such as a meeting dossier or daily briefing.

• Trigger
  New Meeting Summary

  Triggers when a new meeting summary is published in Ambient, with its text, attendees and action items.

• Action
  Get Artifact

  Returns one Ambient artifact (meeting summary, email summary or Slack digest) by its ID.

• Action
  Get File

  Returns one file uploaded to an Ambient project, by its ID.

• Action
  Get Insight

  Returns one Ambient AI insight, such as a meeting dossier or daily briefing, by its ID.

• Action
  Get Meeting

  Returns one Ambient calendar meeting by its ID.

• Action
  Get Project

  Returns one Ambient project by its ID.

• Action
  List Artifacts

  Returns Ambient meeting summaries, email summaries and Slack digests, filtered by type, project, meeting, attendee or date.

• Action
  List Files

  Returns files uploaded to Ambient projects.

• Action
  List Insights

  Returns Ambient AI insights such as pre-meeting dossiers and daily briefings.

• Action
  List Meetings

  Returns Ambient calendar meetings, filtered by title, attendee or start time.

• Action
  List Projects

  Returns the active projects in your Ambient workspace.

• 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.