Connect CalendarLink and Canopy Connect

Both apps 30CalendarLink 9Canopy Connect 21

• Trigger
  New Upcoming Event

  Triggered when a new upcoming event is added to your CalendarLink organisation.

• Action
  Create New Event

  Creates an event in a CalendarLink collection and returns its add-to-calendar link. Times use the format 2026-09-01 09:00:00. Optionally turns on RSVP with a deadline, attendee limit and notification settings.

• Action
  Find Event

  Searches your CalendarLink events for one whose title contains the text you give, and returns the first match with its add-to-calendar link, times and RSVP counts.

• Action
  List Contacts

  Returns a page of the contacts in your CalendarLink organisation, 15 per page, along with how many pages there are.

• Action
  List Event Collections

  Returns every event collection in your CalendarLink organisation, with each collection's ID, name, description, public link and event count.

• Action
  List Event Registrations

  Returns a page of the people who signed up for one CalendarLink event, 15 per page. The event must have RSVP turned on.

• Action
  List Past Events

  Returns a page of your CalendarLink events that have already finished, 15 per page, newest first.

• Action
  List Upcoming Events

  Returns a page of your CalendarLink events that have not happened yet, 15 per page.

• Action
  Update Event Collection

  Changes the settings of one CalendarLink event collection — its name, description, appearance, what visitors can add and whether sign-up is required. Only the fields you fill in are changed; the rest keep their current values.

• 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.