Connect Canopy Connect and Cisco WebEx

Both apps 33Canopy Connect 21Cisco WebEx 12

• 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
  New meeting

  Fires when a meeting is created. Webhook resource=meetings event=created

• Trigger
  New message

  Fires when a message is created in a space.

• Action
  Add meeting

  Schedules a new Webex meeting (or webinar / personal room meeting) and returns the created meeting.

• Action
  Add message

  Posts a plain-text or Markdown message, optionally with one file or one card, to a Webex space or directly to a person.

• Action
  Add room

  Creates a Webex space (room). The connected user is automatically added as a member.

• Action
  Delete meeting

  Deletes a scheduled meeting or an entire meeting series. A deleted meeting cannot be recovered.

• Action
  Find people by criteria

  Returns up to 100 people in the Webex organization that match the specified email, name, IDs, roles or location.

• Action
  Get meeting

  Retrieves the details of a Webex meeting series, scheduled meeting or meeting instance by its id.

• Action
  Get membership

  Returns one space membership: who the member is, which space, and whether they moderate it.

• Action
  List messages

  Lists the messages in a Webex space, newest first. Optionally narrow to replies in one thread, messages mentioning you, or messages sent before a date or message.

• Action
  List rooms

  List the Webex spaces (rooms) the connected user belongs to, optionally filtered by team or type.

• Action
  Update meeting

  Updates a meeting series or a single scheduled meeting in Webex. Only the fields you fill in are changed.

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