Connect Canopy Connect and DoorLoop

Both apps 50Canopy Connect 21DoorLoop 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
  In Eviction

  Triggers when a lease enters the eviction collections stage in DoorLoop.

• Trigger
  Lease Ending

  Triggers when a lease's end date falls within the chosen number of days from today.

• Trigger
  Lease Starting

  Triggers when a lease's start date arrives (start dates within the last 7 days up to today).

• Trigger
  New Expense

  Triggers when a new expense is recorded in DoorLoop.

• Trigger
  New Lease

  Triggers when a new lease is added in DoorLoop.

• Trigger
  New Lease Charge

  Triggers when a new charge is posted to a lease.

• Trigger
  New Lease Payment

  Triggers when a new lease payment is recorded in DoorLoop.

• Trigger
  New Owner

  Triggers when a new owner is created in DoorLoop.

• Trigger
  New Property

  Triggers when a new property is added in DoorLoop.

• Trigger
  New Prospect

  Triggers when a new prospect is added in DoorLoop.

• Trigger
  New Returned Payment

  Triggers when a lease payment is returned (reversed) in DoorLoop.

• Trigger
  New Task / Work Order

  Triggers when a new task, work order, tenant request or owner request is created in DoorLoop.

• Trigger
  New Tenant or Prospect

  Triggers when a new tenant or prospect is added in DoorLoop.

• Trigger
  New Vendor

  Triggers when a new vendor is added in DoorLoop.

• Trigger
  New Vendor Bill

  Triggers when a new vendor bill is created in DoorLoop.

• Trigger
  Tenant Moving In

  Triggers when a tenant's move-in date arrives (move-in dates within the last 7 days up to today).

• Trigger
  Tenant Moving Out

  Triggers when a lease tenant is scheduled to move out within the next 7 days.

• Trigger
  Updated Task / Work Order

  Triggers when a task or work order is created or updated in DoorLoop.

• Action
  Add owner

  Creates a property owner in DoorLoop with their contact details, management dates and tax information.

• Action
  Create a Task/Work Order

  Creates a task, tenant request, owner request or work order in DoorLoop.

• Action
  Create Vendor

  Creates a new vendor in DoorLoop with contact details, served properties, insurance and tax information.

• Action
  Find Account

  Finds accounts in the DoorLoop chart of accounts by name, type, designated purpose or parent account.

• Action
  Find Lease

  Finds leases by name, with optional filters for property, unit, tenant, owner, portfolio, dates and status. Returns the matching leases.

• Action
  Find Lease Tenants

  Finds the tenants on your leases by name or email, lease, property, portfolio, occupancy status or move-in/move-out dates. A tenant on several leases appears once per lease.

• Action
  Find Property

  Finds properties by name, optionally narrowed by portfolio, class or owner, and returns the matching properties.

• Action
  Find Tenant or Prospect

  Finds tenants and prospects by name or email, optionally narrowed by portfolio, property, unit, lease or tenant type.

• Action
  Find Unit

  Finds units in DoorLoop by name, optionally narrowed by property, portfolio, owner or status.

• Action
  Find User

  Finds DoorLoop users whose login email matches the email you supply.

• Action
  Find Vendor

  Finds DoorLoop vendors by name or email, optionally narrowed by property, active status, open balance, insurance expiry or creation date.

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