Connect Canopy Connect and idloom

Both apps 37Canopy Connect 21idloom 16

• 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 Attendee

  Triggers when a new attendee registers for an idloom event.

• Trigger
  New Category

  Triggers when a new registration category is added to an idloom event.

• Trigger
  New Credit-Note

  Triggers when a new credit note is issued in idloom.

• Trigger
  New Event

  Triggers when a new event is created in idloom.

• Trigger
  New Fields

  Triggers when a new registration field is added to an idloom event.

• Trigger
  New Invoice

  Triggers when a new invoice is issued in idloom.

• Trigger
  New Option

  Triggers when a new option is added to an idloom event.

• Trigger
  New Profile

  Triggers when a new profile is added to the idloom account.

• Trigger
  New Receipt

  Triggers when a new receipt is issued in idloom.

• Trigger
  New Transaction

  Triggers when a new payment transaction is recorded for an idloom attendee.

• Action
  Create Check-In

  Records a check-in or check-out for an attendee at an idloom event.

• Action
  Create Payment Transaction

  Records a payment against an attendee or invoice in idloom.

• Action
  Search for Attendee

  Finds idloom attendees by UID, email or event.

• Action
  Search for Attendees Statuses

  Returns the attendee statuses configured for an idloom event.

• Action
  Search for Event

  Looks up an idloom event by its unique ID and returns its details.

• Action
  Update Event

  Updates an existing idloom event's details.

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