Connect Canopy Connect to Fundraise Up

Both apps 39Canopy Connect 21Fundraise Up 18

• 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 designation

  Creates a new designation (a fund that donations can be allocated to) in your Fundraise Up account and returns it.

• Action
  Add donation

  Creates a one-time donation, or a recurring plan when a frequency is given, charged to a Stripe payment method in your Fundraise Up account.

• Action
  Add fundraiser

  Creates a Fundraiser — a supporter-led fundraising page connected to one of your campaigns — and returns the new fundraiser.

• Action
  Delete designation

  Deletes a designation. A designation can't be deleted if it is the account's default designation or is still used by donations, recurring plans, campaigns or gift catalogs.

• Action
  Get campaign

  Returns one Fundraise Up campaign with its status, currency, donation frequencies, tags and assigned designations.

• Action
  Get designation

  Returns a single designation (fund) by its id, including its name, code, default flag, account and timestamps.

• Action
  Get donation

  Returns one donation by its id, including amount, status, campaign, designation, supporter, payment details and the campaign's custom fields.

• Action
  Get recurring plan

  Returns one recurring donation plan, including its amount, frequency, status, supporter, campaign, designation, payment details and custom fields.

• Action
  Get supporter

  Returns one supporter's details, such as name, email, language, mailing address, phone number and employer.

• Action
  List campaigns

  Returns your Fundraise Up campaigns, optionally filtered by account, designation or creation date.

• Action
  List designations

  Returns the designations (fund allocation categories) in your Fundraise Up account, including ones inherited from a parent account, optionally filtered by campaign or creation date.

• Action
  List donations

  Returns the donations in your Fundraise Up account, newest first, optionally filtered by creation date.

• Action
  List fundraisers

  Returns the peer-to-peer fundraisers in your Fundraise Up account, with each fundraiser's name, status, campaign, designation, goal, currency and creation date, optionally filtered by creation date.

• Action
  List recurring plans

  Returns the recurring donation plans in your Fundraise Up account, newest first, optionally filtered by creation date.

• Action
  List supporters

  Returns supporters from your Fundraise Up account with their latest contact details, optionally filtered by creation date.

• Action
  Update designation

  Updates the name or code of an existing designation (fund) in Fundraise Up. Fields left blank keep their current values.

• Action
  Update donation

  Updates a donation that was created through the API within the last 24 hours, including its supporter details, campaign, designation, comment, custom fields and question answers. Changes also apply to the donation's recurring plan and future installments.

• Action
  Update fundraiser

  Updates an existing fundraiser's name, description, campaign, designation, goal, image, slug or status. Fields left blank keep their current values.

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