Connect Badger Maps and Canopy Connect

Both apps 34Badger Maps 13Canopy Connect 21

• Trigger
  Account Updated

  Triggers when an account in Badger Maps is created or its fields change.

• Trigger
  New Account

  Triggers when a new account appears in Badger Maps.

• Trigger
  New Route

  Triggers when a new route is created in Badger Maps.

• Action
  Create Route

  Creates a route with its appointments in Badger Maps.

• Action
  Delete Route

  Deletes a Badger Maps route.

• Action
  Find Account

  Finds accounts in Badger Maps by searching their fields for the given text.

• Action
  Get Company Definition

  Returns your company's object types (such as accounts or leads) and the fields each one has.

• Action
  Get Current User

  Returns the Badger Maps user who owns the API token.

• Action
  Get Import

  Returns the status and progress of a records import.

• Action
  Get Record

  Returns one Badger Maps record by its external ID.

• Action
  Get Route

  Returns one Badger Maps route with its appointments.

• Action
  List Import Errors

  Lists the record errors found by a records import.

• Action
  Update Route

  Updates a Badger Maps route's name, start time or owner.

• 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.