Connect BaseLinker and Canopy Connect

Both apps 46BaseLinker 25Canopy Connect 21

• Trigger
  New Order

  Triggers when a new confirmed order appears in the BaseLinker order manager.

• Action
  Add a Tracking Number

  Adds a tracking number from a courier shipment created outside BaseLinker to an order.

• Action
  Add CRM client

  Creates a new CRM client in BaseLinker, or updates an existing one when a CRM client ID is given. Returns the client's ID.

• Action
  Add Invoice

  Issues an invoice for an order in the BaseLinker order manager.

• Action
  Add Order

  Creates a new order in the Base (BaseLinker) order manager with buyer, delivery, billing and product details, and returns the new order's ID.

• Action
  Add order product

  Adds a product line item to an existing BaseLinker order and returns the new item's id.

• Action
  Add order return

  Creates a new order return in the BaseLinker return manager, optionally linked to an existing order, and returns its ID.

• Action
  Add Payment

  Records a payment on a BaseLinker order, setting the order's paid amount, date and comment.

• Action
  Add product

  Creates a new product in a BaseLinker (Base) inventory catalog and returns its product ID.

• Action
  Delete order

  Deletes an order from the BaseLinker order manager.

• Action
  Delete product

  Deletes a product from a BaseLinker product catalog.

• Action
  Find orders

  Finds orders in the Base order manager matching the filters you give (order ID, buyer email, status, source, dates). Returns up to 100 orders.

• Action
  Get CRM clients

  Returns CRM clients from BaseLinker, optionally filtered by client ID, email, phone, login, invoice company, tax ID, full name or status. Returns up to 100 clients.

• Action
  Get Order Fields

  Returns the custom extra fields defined for orders in BaseLinker, with each field's ID, name, editor type and allowed options.

• Action
  Get Order Package

  Returns the courier shipments (packages) created for a BaseLinker order, with tracking numbers, courier and tracking status.

• Action
  Get Order Returns

  Returns order returns from the BaseLinker return manager, optionally narrowed by order, return, date, status or source (up to 100 at a time).

• Action
  Get product

  Returns the full details of one product from a BaseLinker catalog, including prices, stock, text fields, images and variants.

• Action
  List inventories

  Returns the product catalogs (inventories) in your BaseLinker account, with their languages, price groups and warehouses.

• Action
  List order statuses

  Returns the order statuses created in the BaseLinker order manager, with their names, colors and groups.

• Action
  List products

  Returns the basic data (ID, SKU, EAN, name, prices and stock) of products in a BaseLinker catalog, optionally filtered by category, tag, SKU, EAN, name, price or stock.

• Action
  Update Order

  Updates selected fields of an existing BaseLinker order, such as addresses, comments, delivery details and extra fields. Fields left blank are not changed.

• Action
  Update Order Status

  Changes the status of a BaseLinker order to the status you choose.

• Action
  Update product

  Updates an existing product in a BaseLinker catalog. Only the fields you fill in are changed.

• Action
  Update product prices

  Updates the gross prices of up to 1000 products or variants in a BaseLinker catalog, per price group.

• Action
  Update product stock

  Updates the stock levels of products or variants in a BaseLinker catalog, per warehouse.

• 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.