Connect Blinq and Canopy Connect

Both apps 35Blinq 14Canopy Connect 21

• Trigger
  New Contact

  Triggers when a new contact is added to a Blinq workspace.

• Trigger
  New Note

  Triggers when a new note (meeting recording or typed note) is created in Blinq.

• Trigger
  Updated Contact

  Triggers when a contact in a Blinq workspace is created or updated.

• Action
  Ask Notes

  Asks a natural-language question about your Blinq notes and returns an AI answer with citations to the notes it used.

• Action
  Get Card

  Returns one Blinq digital business card with its details and QR code.

• Action
  Get Contact

  Returns one Blinq contact with all of its details.

• Action
  Get Current User

  Returns the Blinq user the API key acts as, with their email.

• Action
  Get Note

  Returns one Blinq note with its summary and linked contacts.

• Action
  Get Note Transcript

  Returns the transcript of a recorded Blinq note, or its status if the transcript is not ready.

• Action
  List Cards

  Returns the digital business cards in a Blinq workspace, one page at a time.

• Action
  List Contacts

  Returns contacts in a Blinq workspace, optionally filtered by a search term, one page at a time.

• Action
  List Notes

  Returns your Blinq notes (meeting recordings and typed notes), optionally limited to a date range, one page at a time.

• Action
  List Workspaces

  Returns the Blinq workspaces (personal and business) the user can access, with their role in each.

• Action
  Search Notes

  Searches your Blinq notes by keyword and returns the matching notes.

• 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.