Connect Canopy Connect and Freshservice

Both apps 58Canopy Connect 21Freshservice 37

• 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
  Deleted Ticket

  Triggered when a ticket is deleted.

• Trigger
  New or Updated Change

  Triggered by a new or updated change in Freshservice.

• Trigger
  New or Updated Release

  Triggered by a new or updated release.

• Trigger
  Two-way sync new and updated changes

  Triggered by new and updated changes

• Trigger
  Two-way sync new and updated problems with PagerDuty ID

  A trigger for two-way syncing new and updated problems having a PagerDuty ID. Can only be used with two-way sync actions.

• Trigger
  Two-way sync new and updated releases

  Triggered by new or updated release

• Trigger
  Two-way sync new and updated tickets

  A trigger for two-way syncing new and updated tickets. Can only be used with two-way sync actions.

• Trigger
  Updated Change

  Triggered when a change is updated (created_at differs from updated_at).

• Trigger
  Updated Problem

  Triggered when a problem is updated (created_at != updated_at).

• Trigger
  Updated Release

  Triggered when a release is updated.

• Action
  Add Attachment to a Ticket

  Adds an attachment from a url to a specified ticket.

• Action
  Add Attachment to a Ticket (Cisco)

  Adds an attachment from a url to a specified ticket.

• Action
  Add Note To A Problem

  Adds a note to a problem provided its id.

• Action
  Add Note to a Ticket

  Adds a private or public note to a ticket.

• Action
  Create Change

  Creates a change.

• Action
  Create Problem

  Creates a problem.

• Action
  Create Release

  Creates a release.

• Action
  Create Ticket

  Creates a new ticket in Freshservice.

• Action
  Delete change

  Deletes a change request in Freshservice.

• Action
  Delete Problem

  Deletes a problem given its ID.

• Action
  Delete Ticket

  Deletes a ticket given its ID.

• Action
  Get agent

  Returns the details of a single agent in Freshservice, including their custom field values.

• Action
  Get change

  Returns a single change request by its ID, including its custom fields.

• Action
  Get problem

  Returns a single Freshservice problem by its ID, including its custom fields.

• Action
  Get release

  Returns a Freshservice release by its ID, including its planning details, associated assets and changes, and custom fields.

• Action
  Get requester

  Returns a single requester's details, including contact info, departments and custom fields.

• Action
  Get Ticket

  Retrieves a single ticket by ID.

• Action
  List Agents

  Lists agents.

• Action
  List changes

  Returns change requests in Freshservice, optionally filtered by view, requester or last-updated time.

• Action
  List problems

  Returns the problems in your Freshservice account, optionally only those updated since a given time.

• Action
  List releases

  Returns the releases in your Freshservice account, optionally only those updated since a given time.

• Action
  List Requesters

  Lists requesters.

• Action
  List Tickets

  Lists tickets, optionally filtered.

• Action
  Reply to a Ticket

  Adds a public reply to a ticket.

• Action
  Two-way sync delete ticket

  Deletes a ticket. For use only with two-way sync delete triggers.

• Action
  Update Change

  Updates a change given its ID.

• Action
  Update Problem

  Updates a problem given its ID.

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