Connect Canopy Connect and Discord

Both apps 50Canopy Connect 21Discord 29

• 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 Forum Message

  Triggers when a new Message is created on a Forum Post.

• Trigger
  New Forum Post

  Triggers when a new Post is created on a Forum.

• Trigger
  New Mention

  Triggers when a User or Role is mentioned.

• Trigger
  New Message Posted to Channel

  Triggers when a new message is posted to a specific text channel.

• Trigger
  New Reaction on Message

  Triggers when a new Reaction is added to a Message.

• Trigger
  New User Added

  Triggers when a new user joins the Discord Server.

• Trigger
  Role Assigned to User

  Triggers when a role is assigned to a user.

• Action
  Add Reaction to Message

  React to a message in a channel with an emoji. Writer sibling for the New Reaction on Message trigger.

• Action
  Add Role

  assign a role to a user

• Action
  Create Channel

  Create a new channel in a server.

• Action
  Create new Forum Post

  Create a new Post on a Forum Channel.

• Action
  Create Role

  Create a new role in a server.

• Action
  Delete Channel

  Delete or close a channel.

• Action
  Delete Message

  Delete a message from a channel.

• Action
  Find Channel

  Find an existing channel by name.

• Action
  Find User

  Find an existing user by name.

• Action
  Get Message

  Retrieve a specific message from a channel by id.

• Action
  Get Server Member

  Get one member of a Discord server, including the roles they currently hold.

• Action
  List Active Threads

  List the threads and forum posts currently active in a Discord server.

• Action
  List Messages

  List the most recent messages in a Discord channel, newest first.

• Action
  List Reactions

  List the people who reacted to a message with a given emoji.

• Action
  List Roles

  List every role defined in a Discord server, so you can pick the Role ID an operation needs.

• Action
  List Servers

  List the Discord servers (guilds) the APIANT bot has been added to. Use it to get the Server ID every other Discord operation asks for.

• Action
  Remove User Role

  Remove a chosen role from the specified user.

• Action
  Rename Channel

  Rename a channel to a specific name you choose.

• Action
  Send Channel Message

  Post a new message to a specific #channel you choose.

• Action
  Send Direct Message

  Send a direct message to a specific user.

• Action
  Send message in Forum Post

  Send a new message in a specific Forum Post.

• Action
  Update Message

  Edit the content of a previously sent message.

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