Connect Canopy Connect and iLovePDF

Both apps 34Canopy Connect 21iLovePDF 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).

• Trigger
  New Completed Task

  Triggers when an iLovePDF task (compress, merge, split, OCR and the other tools) finishes successfully, optionally only for one tool.

• Action
  Audit PDF File

  Downloads the audit trail PDF of a signature request.

• Action
  Compress PDF

  Compresses a PDF from a public URL and returns the compressed file.

• Action
  Download Original Files

  Downloads the original, unsigned files of a signature request.

• Action
  Download Signed Files

  Downloads the signed file of a completed signature request (a ZIP when it held several files).

• Action
  Merge PDF

  Combines two PDFs from public URLs into one PDF and returns it.

• Action
  Ocr PDF

  Runs OCR on a scanned PDF from a public URL and returns a searchable PDF.

• Action
  Office to PDF

  Converts an Office document (DOC, DOCX, PPT, XLS, ODT and similar) from a public URL into a PDF and returns it.

• Action
  PDF to PDF/A

  Converts a PDF from a public URL into PDF/A for archiving and returns it.

• Action
  Protect PDF

  Password-protects a PDF from a public URL and returns the protected file.

• Action
  Send Reminder

  Sends a reminder email to every signer of a signature request who has not signed yet.

• Action
  Send Signature Request

  Sends a PDF from a public URL to a signer by email for a legally binding e-signature.

• Action
  Unlock PDF

  Removes password security from a PDF at a public URL and returns the unlocked file.

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