Connect Canopy Connect to Elastic Security

Both apps 31Canopy Connect 21Elastic Security 10

• 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).

• Action
  Add case comment

  Adds a user comment, or attaches an alert, to an existing Elastic Security case and returns the updated case.

• Action
  Add detection rule

  Creates a detection rule in Elastic Security (custom query, EQL, ES|QL, threshold, indicator match, new terms, saved query or machine learning).

• Action
  Add exception list item

  Creates an exception item in an existing Elastic Security exception list, so matching events stop producing detection alerts.

• Action
  Delete detection rule

  Deletes a detection rule, identified by its internal id or its stable rule ID, and returns the deleted rule.

• Action
  Find cases

  Searches cases by text in their title or description, optionally narrowed by status, severity, tags, owner, assignee, reporter, category or creation date.

• Action
  Find detection rules

  Finds detection rules in Elastic Security matching a filter, such as by name, tag or enabled state.

• Action
  Get detection rule

  Returns a detection rule's full details, looked up by its internal id or its stable rule_id.

• Action
  Get exception list item

  Returns one exception list item, looked up by its id or its human-readable item ID.

• Action
  Update case

  Updates an existing case's title, description, status, severity, tags, assignees and other fields.

• Action
  Update detection rule

  Updates selected settings of an existing detection rule, leaving any setting you leave blank unchanged. Returns the updated rule.

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