Integration
Connect Canopy Connect and Domo
When Pull Completed fires in Canopy Connect, your agent runs Add User to Group in Domo, or New DataSet in Domo to Create Monitoring in Canopy Connect. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Canopy Connect and Domo to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Canopy Connect and Domo can do together
From Canopy Connect to Domo
When Pull Completed in Canopy Connect
then Add User to Group in Domo
When Pull Completed in Canopy Connect
then Create Project in Domo
From Domo to Canopy Connect
When New DataSet in Domo
then Create Monitoring in Canopy Connect
When New User in Domo
then Create Widget in Canopy Connect
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Canopy Connect and Domo
Triggers and actions 3 triggers · 46 actions
Trigger
Pull CompletedTriggers 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 MonitoringStarts monitoring a pull's insurance account so its data refreshes on a fixed interval.
Action
Create WidgetCreates a Canopy Connect link (widget) customers use to share their insurance.
Action
Delete WidgetDeletes a Canopy Connect link (widget).
Action
Get CarrierReturns one insurance carrier Canopy Connect supports.
Action
Get MonitoringReturns one monitoring of a connected insurance account.
Action
Get PullReturns one insurance pull with its policies, drivers, vehicles, dwellings and documents.
Action
Get Servicing ActionReturns one servicing action and its status.
Action
Get TeamReturns your Canopy Connect team's details.
Action
Get WidgetReturns one Canopy Connect link (widget).
Action
List CarriersReturns the insurance carriers Canopy Connect can pull policies from.
Action
List MonitoringsReturns your team's monitorings, the ongoing refreshes of connected insurance accounts.
Action
List PullsReturns the insurance pulls (submitted insurance profiles) your team has received, newest first.
Action
List Servicing ActionsReturns your team's servicing actions (policy changes requested on a customer's behalf).
Action
List WidgetsReturns your team's Canopy Connect links (widgets) that customers use to share their insurance.
Action
Look Up Property DataLooks up property details (structure, year built, square footage and more) for an address. Requires a Canopy plan with property data lookups.
Action
Refresh MonitoringRefreshes a monitored insurance account right away, creating a new pull.
Action
Run Policy CheckRuns a policy check on a pull against your team's saved policy check settings and returns the results.
Action
Stop MonitoringStops a monitoring so the insurance account is no longer refreshed.
Action
Update MonitoringChanges a monitoring's refresh interval, next refresh date, stop date or status.
Action
Update WidgetUpdates a Canopy Connect link (widget).
Trigger
New DataSetTriggers when a new DataSet is created in your Domo instance.
Trigger
New UserTriggers when a new user is added to your Domo instance.
Action
Add User to GroupAdds a Domo user to a group.
Action
Create GroupCreates a new group in Domo and returns its ID.
Action
Create ProjectCreates a Domo project with its members.
Action
Create UserCreates a Domo user with a name, email and role, optionally sending them an invite.
Action
Delete DataSetPermanently deletes a Domo DataSet.
Action
Delete GroupDeletes a Domo group.
Action
Delete PageDeletes a Domo page.
Action
Delete ProjectDeletes a Domo project.
Action
Get DataSetReturns one Domo DataSet's details: name, row and column counts, schema and timestamps.
Action
Get GroupReturns one Domo group by its ID, with its name, active flag and member count.
Action
Get PageReturns one Domo page with its name, parent, cards and visibility.
Action
Get ProjectReturns one Domo project with its name, members and creator.
Action
Get UserReturns one Domo user by ID, including name, email, role and title.
Action
Import Data into DataSetLoads CSV rows into a Domo DataSet, replacing its data or appending to it.
Action
List Activity Log EntriesReturns Domo activity log entries (who did what, and when) for a time range.
Action
List DataSetsReturns DataSets in your Domo instance, optionally filtered by name.
Action
List GroupsReturns the groups in your Domo instance, with each group's name and member count.
Action
List Group UsersReturns the IDs of the users in a Domo group.
Action
List PagesReturns the pages in your Domo instance with their child pages.
Action
List ProjectsReturns all projects in your Domo instance.
Action
List UsersReturns the users in your Domo instance.
Action
Query DataSetRuns a SQL query against a Domo DataSet and returns the matching columns and rows.
Action
Remove User from GroupRemoves a Domo user from a group.
Action
Update DataSetUpdates a Domo DataSet's name or description.
Action
Update ProjectUpdates a Domo project's name, description, visibility or due date.
Action
Update UserUpdates a Domo user's name, email, role, title, phone or location.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Canopy Connect
Canopy Connect to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Canopy Connect to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Canopy Connect to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Canopy Connect to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Canopy Connect to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Canopy Connect to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Domo
ActiveCampaign to DomoActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to DomoOrganize anything with Airtable, a modern database created for everyone.
Asana to DomoAsana is a collaborative information manager for workspace.
ClickUp to DomoClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to DomoDiscord is an all-in-one voice and text chat for gamers.
Brevo to DomoBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
Canopy Connect and Domo, answered
What can start an automation from Canopy Connect?
Any of Canopy Connect's 1 trigger in the catalog, including Pull Completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Domo when something happens in Canopy Connect?
Any of Domo's 26 actions, including Create Group, Create Project, Create User and Update DataSet. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Domo to Canopy Connect?
Yes. When something happens in Domo, your agent can act in Canopy Connect too. This page covers both directions: Domo's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or Domo?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Canopy Connect and Domo without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.