Connect Canopy Connect and Cometly

Both apps 38Canopy Connect 21Cometly 17

• 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 Contact

  Triggers when a new contact appears in Cometly.

• Action
  Attach Contact to Company

  Attaches a Cometly contact to a company.

• Action
  Create Contact

  Creates a contact in Cometly with an email address and optional name, phone and location.

• Action
  Delete Contact PII

  Deletes a Cometly contact's personal data (privacy request).

• Action
  Delete Event

  Deletes a Cometly conversion event.

• Action
  Detach Contact from Company

  Removes the company from a Cometly contact.

• Action
  Find Contact by Email

  Finds a Cometly contact by email address.

• Action
  Get Company

  Returns one Cometly company by its ID.

• Action
  Get Contact

  Returns one Cometly contact by its ID, with emails, names, phones and custom fields.

• Action
  Get Event

  Returns one Cometly conversion event by its ID.

• Action
  List Companies

  Returns a page of Cometly companies.

• Action
  List Contacts

  Returns a page of Cometly contacts.

• Action
  List Events

  Returns Cometly conversion events that happened between a start and end date.

• Action
  Send Event

  Sends a conversion event (such as a purchase or lead) to Cometly for attribution, matched to a contact by email or tracking token.

• Action
  Update Company

  Updates a Cometly company's name, domain or external ID.

• Action
  Update Contact

  Updates a Cometly contact's email, name, phone or location.

• Action
  Update Event

  Updates the revenue amount of a Cometly conversion event.

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