Connect Canopy Connect and Gleantap

Both apps 39Canopy Connect 21Gleantap 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).

• Trigger
  New Contact

  Triggers when a new contact is added in Gleantap.

• Action
  Add Contact Event

  Records an event (such as a purchase or class check-in) on a Gleantap contact.

• Action
  Add Customer

  Creates a contact (lead or customer) in Gleantap, or updates the existing contact with the same email.

• Action
  Add tag

  Creates a tag in Gleantap, or returns the existing tag when one with the same name already exists.

• Action
  Delete Contact

  Deletes a Gleantap contact (a soft delete that removes it from the dashboard, segments and sends).

• Action
  Enroll contact in flow

  Enrolls a contact into a Gleantap flow, starting the flow's steps (including its messages) for that contact. Returns the new flow run.

• Action
  Find Contact by Email

  Finds the Gleantap contact with the given email address.

• Action
  Get Contact

  Returns one Gleantap contact by its ID.

• Action
  List campaigns

  Returns the campaigns in a Gleantap workroom, optionally filtered by status or channel.

• Action
  List contacts

  Returns contacts in a Gleantap workroom, optionally filtered by email, phone, tags, lifecycle stage, location, consent or creation date.

• Action
  List segments

  Returns the segments (static and dynamic contact lists) in a Gleantap workroom, optionally filtered by type, name or creation date.

• Action
  List tags

  Returns the tags in a Gleantap workroom with how many contacts carry each one.

• Action
  Opt in contact

  Records a contact's marketing consent (opt-in) for SMS or email, with optional source and timestamp evidence. Returns the updated contact.

• Action
  Opt out contact

  Records that a Gleantap contact has opted out of SMS, email, or all marketing channels, and returns the updated contact.

• Action
  Remove contact from segment

  Removes a contact from a static segment in Gleantap.

• Action
  Send email

  Sends a single transactional or marketing email to one Gleantap contact, using a template or your own subject and body.

• Action
  Send SMS

  Sends a transactional SMS to one Gleantap contact.

• Action
  Update Customer

  Updates an existing Gleantap contact. Only the fields you fill in are changed.

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