Connect Canopy Connect to Funil de Vendas

Both apps 34Canopy Connect 21Funil de Vendas 13

• 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 Activity

  Creates an activity (call, meeting, task, etc.) on an opportunity in Funil de Vendas.

• Action
  Add Product

  Creates a new product in the catalog. See "Api Criação de produtos" doc.

• Action
  Delete Activity

  Deletes an activity in Funil de Vendas by its code.

• Action
  List Activity types

  Lists the activity types (categories) configured in the Funil de Vendas account.

• Action
  List Funnels

  Lists the sales funnels (pipelines) in the Funil de Vendas account.

• Action
  List Loss reasons

  Lists the loss reasons (respostas de perda) configured in the Funil de Vendas account.

• Action
  List Sales channels

  Lists sales channels (codigo_canal_venda values). See "Api Listagem de Canais de Venda" doc.

• Action
  List Segments

  Lists the company segments configured in the Funil de Vendas account.

• Action
  List Stages

  Lists the stages (steps) of a sales funnel.

• Action
  List Users

  Lists the users (sales reps) of the Funil de Vendas CRM account.

• Action
  List Win reasons

  Lists reasons an opportunity can be marked won. See "Api Listagem de Respostas de Ganho" doc.

• Action
  Transfer Opportunity

  Transfers one or more opportunities to another salesperson, placing them in the chosen funnel and, optionally, stage.

• Action
  Update Activity

  Edits an existing activity's fields. See "Api de Atividades (Criação, Edição, Exclusão, Exibição)" doc.

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