Connect Canopy Connect and DocuGenerate

Both apps 33Canopy Connect 21DocuGenerate 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 Document

  Triggered when a new document is generated from the selected template.

• Trigger
  New Template

  Triggers when a new template is created in your DocuGenerate account.

• Action
  Create Template

  Creates a DocuGenerate template from an uploaded .docx, .doc, .odt, .rtf, .txt or .sql file, returning the template and the tags found in it.

• Action
  Delete document

  Deletes a generated document from DocuGenerate.

• Action
  Delete template

  Deletes a DocuGenerate template by its ID.

• Action
  Generate Document

  Generates a document from a DocuGenerate template by filling its tags with your data, and returns the stored document with its download link.

• Action
  Get document

  Returns a generated document by its ID, including its name, format, source template and download link.

• Action
  Get template

  Returns a DocuGenerate template by its ID, including its name, tags, delimiters, folder and download links.

• Action
  List documents

  Returns all documents generated from a template, newest first.

• Action
  List templates

  Returns all document templates in the account, newest first, optionally limited to one folder.

• Action
  Update document

  Renames a generated document and returns the updated document.

• Action
  Update template

  Updates a template's name, file, tag delimiters, folder, region or settings.

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