Connect Canopy Connect and Carbon Voice

Both apps 52Canopy Connect 21Carbon Voice 31

• 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).

• Trigger
  Action Item Deleted

  Triggers when an action item is deleted.

• Trigger
  New Action Item Created

  Triggers when an action item is created.

• Trigger
  New AI Prompt Response Generated

  Triggers when AI Prompt happened to a message(s).

• Trigger
  New AI System Prompt Response Generated

  Triggers when AI System Prompt happened to a message(s).

• Trigger
  New Message Posted to Conversation

  Triggers when a message is posted into a conversation.

• Trigger
  New Message Received

  Triggers when a message is received in any conversation (Not includes your own messages).

• Trigger
  New Voice Memo Created

  Triggers when a voice memo is created.

• Action
  Add folder

  Create a folder.

• Action
  Add Link Attachments to Message

  Add one or more link attachments to a Message.

• Action
  Create Action Item

  Create an Action Item.

• Action
  Create AI Prompt Response

  Creates a new Ai response for given prompt and message(s).

• Action
  Create Message Share Link

  Create a share link for a message.

• Action
  Create Voice Memo

  Create a Voice Memo from audio file, transcript or links.

• Action
  Delete action item

  Delete an action item.

• Action
  Delete folder

  Delete a folder and nested content.

• Action
  Find users by email, phone or name

  Search users by email, phone or name.

• Action
  Get AI Prompt Response

  Returns one AI prompt response (prompt, generated responses per language, source messages) by id.

• Action
  Get conversation

  Get a conversation by id.

• Action
  Get message

  Get a message by id.

• Action
  Get Message Share Link

  Returns one message share link by id.

• Action
  Get user

  Get a user by id.

• Action
  List AI Prompts

  /prompts (optional owner_type=user|workspace|system, workspace_id) — lists the AI prompts available to the account, returning each prompt's id. Read-only.

• Action
  List conversations

  List all of the user's conversations (id and name only).

• Action
  List conversation users

  List users in a conversation.

• Action
  List folders

  List root folders.

• Action
  List messages

  List messages.

• Action
  List workspaces

  List workspaces the user can access.

• Action
  Send Direct Message to User(s)

  Send a Direct Message to specific User(s).

• Action
  Send Message to Conversation

  Send a Message to specific Conversation.

• Action
  Update Action Item

  Update an Action Item.

• Action
  Update folder

  Rename a folder.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.