Connect Callingly and Canopy Connect

Both apps 37Callingly 16Canopy Connect 21

• Trigger
  Call Completed

  Triggers when a call to a lead is made and completes in Callingly.

• Trigger
  Lead Created

  Triggers when a new lead is added to Callingly.

• Trigger
  Lead Updated or Tagged

  Triggers when a Callingly lead is tagged or its status, stage or result changes.

• Trigger
  New SMS

  Triggers when a text message is sent or received in Callingly.

• Action
  Call Lead

  Creates or updates a lead and immediately calls your team, connecting the first rep who answers to the lead.

• Action
  Delete Lead

  Deletes a Callingly lead.

• Action
  Find Lead

  Finds a Callingly lead by phone number and returns the first match.

• Action
  Get Call

  Returns one Callingly call by its ID, with its outcome, duration, recording and transcript.

• Action
  Get Lead

  Returns one Callingly lead by its ID, with its contact details and status.

• Action
  List Sequences

  Returns the follow-up sequences in the Callingly account.

• Action
  List Teams

  Returns the teams in the Callingly account.

• Action
  List Users

  Returns the users (agents) in the Callingly account.

• Action
  Schedule Call

  Creates or updates a lead and schedules a call from your team to the lead at the time you choose.

• Action
  Schedule SMS

  Schedules a text message to an existing Callingly lead for a future time.

• Action
  Send SMS

  Sends a text message from one of your Callingly numbers to a lead.

• Action
  Update or Tag Lead

  Updates a Callingly lead's details, status, stage or tags.

• 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.