Connect Canopy Connect and iContact

Both apps 48Canopy Connect 21iContact 27

• 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 to an iContact client folder, optionally only contacts on a chosen list.

• Trigger
  New list

  Triggers when a new subscriber list is created in an iContact client folder.

• Action
  Add campaign

  Creates a new campaign (sending profile with sender name, sender email and CAN-SPAM mailing address) in an iContact client folder.

• Action
  Add custom field

  Creates a new custom field for contacts in an iContact client folder.

• Action
  Create Contact

  Create a new contact in an iContact client folder.

• Action
  Create List

  Create a new contact list in a client folder.

• Action
  Create Message

  Create a new email message in a client folder.

• Action
  Delete Contact

  Delete an iContact contact by contact ID.

• Action
  Delete list

  Deletes a subscriber list from an iContact client folder.

• Action
  Get Accounts

  List iContact accounts accessible to these credentials.

• Action
  Get campaign

  Returns one iContact campaign (its sending profile, from name and email, and mailing address) by its id.

• Action
  Get Client Folders

  List client folders within an iContact account.

• Action
  Get Contact

  Retrieve a single iContact contact by contact ID.

• Action
  Get list

  Returns one subscriber list from an iContact client folder, including its name, public name and description.

• Action
  Get message

  Returns one email message from an iContact client folder, including its subject, HTML and text bodies, and SpamCheck results.

• Action
  List Campaigns

  List sending campaigns (from-name/email profiles) in a client folder.

• Action
  List Contacts

  List contacts in a client folder, optionally filtered by email or status.

• Action
  List Custom Fields

  List custom fields defined in a client folder.

• Action
  List Lists

  Retrieve all contact lists in a client folder.

• Action
  List Messages

  List email messages in a client folder.

• Action
  List sends

  Returns every email send (pending, sending, released and cancelled) in an iContact client folder, including its message, target lists and segments, schedule, recipient count and status.

• Action
  List Subscriptions

  List subscriptions in a client folder, optionally filtered by contact or list.

• Action
  Send Message to List

  Schedule/send an existing message to one or more lists.

• Action
  Subscribe Contact to List

  Subscribe a contact to a list (creates a subscription).

• Action
  Unsubscribe Contact from List

  Remove a subscription, unsubscribing a contact from a list.

• Action
  Update Contact

  Update an existing iContact contact by contact ID.

• Action
  Update list

  Updates an existing iContact subscriber list's name, public name, description or owner-notification setting. Only the values you supply are changed.

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