Connect Buildin.AI and Canopy Connect

Both apps 31Buildin.AI 10Canopy Connect 21

• Trigger
  Database Item Created

  Triggers when a new item (row) is added to a Buildin database.

• Trigger
  Page Updated

  Triggers when a page in your Buildin workspace is created or edited.

• Action
  Add Block to Page

  Appends one or more content blocks (paragraphs, headings, to-dos, lists and more) to a Buildin page or block.

• Action
  Add Content to Page

  Adds a paragraph of text to the end of a Buildin page (or after/before a chosen block).

• Action
  Create Database

  Creates a new database in Buildin with the columns you define, optionally inside a parent page.

• Action
  Create Database Item

  Creates a new item (row) in a Buildin database, with its property values and optional page content.

• Action
  Create Page

  Creates a new page in Buildin, at the workspace root, under a parent page, or as a row in a database, with optional content.

• Action
  Find Page by Title

  Searches the workspace for pages whose title matches the text you give and returns the matching pages, with the first match broken out.

• Action
  Get Page and Children

  Returns a page's details together with the content blocks directly inside it (up to 100).

• Action
  Update Database Item

  Updates the property values, icon or cover of an existing item in a Buildin database.

• 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.