Connect Bookingmood and Canopy Connect

Both apps 53Bookingmood 32Canopy Connect 21

• Trigger
  Product Updated

  Triggers when a product was updated.

• Trigger
  Widget Updated

  Triggers when a widget was updated.

• Action
  Create Attribute

  Create a new attribute

• Action
  Create Attribute Option

  Create a new attribute option

• Action
  Create Booking

  Creates a booking for a product over a date range through the Bookingmood booking flow.

• Action
  Create Contact

  Create a new contact

• Action
  Create Coupon

  Create a new coupon

• Action
  Create Coupon Product

  Limits a coupon to a specific product in Bookingmood.

• Action
  Create Coupon Service

  Limits a coupon to a specific service in Bookingmood.

• Action
  Create Email Template

  Create a new email template

• Action
  Create External Calendar

  Create a new external calendar

• Action
  Create Occupancy Group

  Creates an occupancy (capacity) group in Bookingmood, such as adults, children or pets.

• Action
  Create Occupancy Group Dependency

  Create a new occupancy group dependency

• Action
  Create Permission

  Create a new permission

• Action
  Create Product

  Register a new unit in your organization. This action will automatically update your subscription.

• Action
  Create Product Attribute Option

  Create a new product attribute option

• Action
  Create Product Email Template

  Create a new product email template

• Action
  Create Product Occupancy

  Sets how many guests of one occupancy group a Bookingmood product accepts.

• Action
  Create Product Reply-To Address

  Create a new product reply to address

• Action
  Create Product Service

  Offers a service on a Bookingmood product.

• Action
  Create Product Task

  Create a new product task

• Action
  Create Reply-To Address

  Create a new reply to address

• Action
  Create Season

  Creates a season in Bookingmood for seasonal pricing and availability.

• Action
  Create Service

  Create a new service

• Action
  Create Service Deposit Moment

  Create a new service deposit moment

• Action
  Create Service Discount

  Create a new service discount

• Action
  Create Service Payment Moment

  Create a new service payment moment

• Action
  Create Service Tax

  Create a new service tax

• Action
  Create Tax

  Create a new tax

• Action
  Create Widget

  Create a new widget

• Action
  Create Widget Listing

  Create a new widget listing

• Action
  Invite Member

  Invites someone to the Bookingmood organization by email.

• 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.