Connect Canopy Connect and Gumlet

Both apps 35Canopy Connect 21Gumlet 14

• 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 Video Added

  Triggers when new video is uploaded on Gumlet.

• Trigger
  Video Added or Removed From Playlist

  Triggers when a video is added or removed from playlist

• Action
  Create a Live Stream

  Creates a Gumlet live stream in a live collection and returns the RTMP address, stream key and playback URLs.

• Action
  Find Video

  Returns the videos in a Gumlet workspace that match the title, tags, status, playlist, folder, upload date or length you give.

• Action
  Get Live Stream

  Fetches a live stream by ID. An error occurs if the live stream is not found.

• Action
  Get Playlist

  Fetches a playlist by ID. An error occurs if the playlist is not found.

• Action
  Get Video

  Fetches a video by ID. An error occurs if the video is not found.

• Action
  Invite Member

  Invites one or more viewers to a Gumlet members-only channel, emailing each of them an invitation.

• Action
  List Channel Members

  Lists the people invited to a video workspace's members-only channel.

• Action
  List Live Collections

  Lists the live stream collections in your Gumlet organisation.

• Action
  Remove Member

  Removes a channel member

• Action
  Update/Set Tags

  Update or Add tags to the video

• Action
  Update Title

  Update Title of the Video

• Action
  Upload Video

  Upload a video to your Gumlet account.

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