Connect Canopy Connect to Connectif

Both apps 43Canopy Connect 21Connectif 22

• 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).

• Action
  Add contact field

  Creates a new custom contact field in the Connectif store and returns the created field.

• Action
  Add custom event

  Records a custom event against a contact in Connectif, using the fields defined on the chosen custom event type. Returns the new activity id and the contact it was recorded on.

• Action
  Add export

  Starts a bulk export of contacts or activities from the Connectif store and returns the id of the new export.

• Action
  Add import

  Starts a bulk import of contacts, products or coupons into Connectif from a CSV file, and returns the new import with its status.

• Action
  Add purchase

  Creates a purchase for an existing contact in Connectif, with the products bought, totals and purchase date. Returns the created purchase.

• Action
  Create or Modify a Contact

  Creates a contact with the given email address, or updates that contact if it already exists, and returns the contact's details.

• Action
  Delete contact

  Deletes a contact from your Connectif store, identified by their email address.

• Action
  Delete product

  Deletes a product from Connectif using the identifier your store assigned to it.

• Action
  Delete purchase

  Deletes a purchase from Connectif using the purchase identifier your store sent when the purchase was created.

• Action
  Get contact

  Returns a Connectif contact by email address, including system fields and the account's custom contact fields.

• Action
  Get export

  Returns an export's details, including its status, progress and, once it has finished, a link to download the file.

• Action
  Get import

  Returns one import by its identifier, including its status, counts of succeeded and failed elements, options and error report link.

• Action
  Get product

  Returns a product from your Connectif catalog, looked up by its identifier in your store. An error occurs if the product is not found.

• Action
  Get purchase

  Returns a purchase, including its products, using the identifier your store gave it. An error occurs if the purchase is not found.

• Action
  Get store

  Returns the details of the Connectif store your account is connected to, including its name, alias and organization.

• Action
  Get workflow

  Returns a workflow by its ID, including its name, description, tags, folder, status and activity dates.

• Action
  List contact fields

  Returns the contact fields defined in the store, including each field's type, default value and allowed options. Can be limited to custom fields or built-in fields.

• Action
  List coupon sets

  Returns the coupon sets in the Connectif account, optionally narrowed to those whose name contains the given text.

• Action
  List exports

  Returns the exports in the Connectif account, with each export's type, status, progress and download link.

• Action
  List imports

  Returns the imports in the Connectif account, each with its type, status, record counts, options and dates.

• Action
  List workflows

  Returns the workflows in the Connectif account, optionally narrowed by status or by specific workflows.

• Action
  Update product

  Updates a product in the Connectif catalog by its store identifier, and creates the product if that identifier does not exist yet. Returns the resulting product.

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