Connect Canopy Connect and Fluent Support

Both apps 33Canopy Connect 21Fluent Support 12

• 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 Fluent Support.

• Trigger
  New Ticket

  Triggers when a new support ticket is created in Fluent Support.

• Action
  Add Tag to Ticket

  Adds an existing tag to a Fluent Support ticket.

• Action
  Close Ticket

  Closes a Fluent Support ticket.

• Action
  Create Customer

  Creates a new customer in Fluent Support with their name, email, contact details and an optional note.

• Action
  Create Ticket

  Creates a new support ticket in Fluent Support for an existing customer.

• Action
  Get Ticket

  Returns a Fluent Support ticket with its customer, responses and details.

• Action
  List Customers

  Returns the customers in your Fluent Support help desk, optionally filtered by a search term.

• Action
  List Tickets

  Returns support tickets from Fluent Support, optionally matching a search term.

• Action
  Reopen Ticket

  Reopens a closed Fluent Support ticket.

• Action
  Reply to Ticket

  Adds an agent reply or internal note to a Fluent Support ticket, optionally closing the ticket.

• Action
  Update Ticket

  Updates one property of a ticket — its priority, customer priority, assigned agent or product.

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