Connect Canopy Connect and DPD

Both apps 34Canopy Connect 21DPD 13

• 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 Customer

  Triggers when a new customer buys from you in DPD.

• Trigger
  New Purchase

  Triggers when a new purchase (order) is made in your DPD account.

• Action
  Find Customers

  Returns customers matching the filters you give, such as email, name, product bought or date range.

• Action
  Find Purchases

  Returns purchases (orders) matching the filters you give, such as status, product, customer or date range.

• Action
  Get Customer

  Returns one customer, with their name and email.

• Action
  Get Product

  Returns one product, with its price, SKU and file details.

• Action
  Get Purchase

  Returns one purchase (order), with its totals, buyer and shipping details.

• Action
  Get Storefront

  Returns one storefront, with its name, URL, currency and type.

• Action
  Get Subscriber

  Returns one subscriber of a subscription storefront, with their subscription status.

• Action
  List Products

  Returns the products you sell, optionally only those in one storefront.

• Action
  List Storefronts

  Returns the storefronts (stores) in the DPD account.

• Action
  List Subscribers

  Returns the subscribers of a subscription storefront.

• Action
  Reactivate Purchase

  Emails an active purchase to the customer again, the same as reactivating it in the DPD admin.

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