Connect Canopy Connect and ClientSuccess

Both apps 36Canopy Connect 21ClientSuccess 15

• 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 Client

  Triggers when a new client is added in ClientSuccess.

• Trigger
  New Contact

  Triggers when a new contact is created in ClientSuccess.

• Trigger
  New Contract

  Triggers when a new contract is added to a ClientSuccess client.

• Trigger
  New Pulse

  Triggers when a new pulse is recorded on a ClientSuccess client.

• Trigger
  New Task

  Triggers when a new task is added in ClientSuccess.

• Action
  Create Client

  Creates a new client (customer account) in ClientSuccess.

• Action
  Create Contact

  Creates a new contact on a ClientSuccess client.

• Action
  Create Contract

  Creates a new contract for a ClientSuccess client.

• Action
  Create Engagement Interaction

  Logs an engagement interaction (client note) on a ClientSuccess client.

• Action
  Create Pulse

  Records a new pulse (health sentiment) on a ClientSuccess client.

• Action
  Create Task

  Creates a new task in ClientSuccess, optionally tied to a client.

• Action
  Find Client by External ID

  Finds ClientSuccess clients whose external system ID matches the one given.

• Action
  Find Client by ID

  Returns one ClientSuccess client by its UUID.

• Action
  Find Contact

  Finds ClientSuccess contacts by email, name or client.

• Action
  Update Task

  Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.

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