Connect Canopy Connect and Epos Now

Both apps 36Canopy Connect 21Epos Now 15

• 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 is added in Epos Now.

• Trigger
  New Product

  Triggers when a new product is added in Epos Now.

• Trigger
  New Transaction

  Triggers when a new sale (transaction) is recorded in Epos Now.

• Action
  Add a New Customer

  Creates a new customer in Epos Now and returns it with its new ID.

• Action
  Add a New Product

  Creates a new product in Epos Now and returns it with its new ID.

• Action
  Add New Transaction

  Records a new sale in Epos Now for one product and one payment, and returns the transaction.

• Action
  Delete Customer

  Deletes an Epos Now customer by ID.

• Action
  Delete Product

  Deletes an Epos Now product by ID.

• Action
  Delete Transaction

  Deletes an Epos Now transaction by ID.

• Action
  Find Customer by Email

  Finds Epos Now customers whose email address matches the one given.

• Action
  Find Transaction by Barcode

  Finds an Epos Now transaction by the barcode printed on its receipt.

• Action
  Get Customer

  Returns one Epos Now customer by ID, with name, contact details, balance and points.

• Action
  Get Product

  Returns one Epos Now product by ID, with its prices, barcode and category.

• Action
  Update Customer

  Updates an existing Epos Now customer and returns the updated record.

• Action
  Update Product

  Updates an existing Epos Now product and returns the updated record.

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