Connect BugHerd and Canopy Connect

Both apps 41BugHerd 20Canopy Connect 21

• Trigger
  Comment Created

  Triggers when a comment is created

• Trigger
  Project Created

  Triggers when a project is created.

• Trigger
  Task Created

  Triggers only when a task is created

• Trigger
  Task Created or Updated

  Triggers when a task is created or updated.

• Action
  Add a Comment to a Task

  Adds a Comment to a Task

• Action
  Add an Attachment to a Task

  Adds an Attachment to a Task

• Action
  Create a New Task

  Creates a New Task.

• Action
  Create a Project

  Creates a Project.

• Action
  Delete Attachment

  Permanently deletes an attachment from a BugHerd task.

• Action
  Delete Project

  Permanently deletes a BugHerd project and all of its associated data.

• Action
  Delete Task

  Delete a task from a project.

• Action
  Find Task by External Id

  Returns the tasks in a BugHerd project whose external ID matches the one you supply.

• Action
  Get Project

  Retrieve a single project by id.

• Action
  Get Task

  Returns full details for a single task within a BugHerd project.

• Action
  List Attachments

  Return all attachments on a task.

• Action
  List Comments

  Returns all comments on a BugHerd task.

• Action
  List Projects

  Lists all projects in your BugHerd organization, including both active and inactive projects.

• Action
  List Tasks

  Return all tasks in a project.

• Action
  Update a Task

  Updates one or more fields on an existing BugHerd task. Only the fields you fill in are changed.

• Action
  Update Project

  Updates a BugHerd project's settings. Only the fields you fill in are changed.

• 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.