Connect Canopy Connect to Iterable

Both apps 44Canopy Connect 21Iterable 23

• 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).

• Action
  Add email template

  Creates an email template, or updates every email template that already has the same client template ID.

• Action
  Add list

  Creates a new static list in Iterable and returns its id.

• Action
  Add user to list

  Adds a user, identified by email or user ID, to a static Iterable list, optionally updating their profile data.

• Action
  Create a User

  Creates a user profile in Iterable (or updates it if one already exists), identified by email or user ID, with any profile data you supply.

• Action
  Delete catalog item

  Deletes an item from an Iterable catalog. Deletion is asynchronous, so the item may take a moment to disappear.

• Action
  Delete list

  Deletes a list from your Iterable project.

• Action
  Delete user

  Deletes an Iterable user by email address. Deletion is processed asynchronously.

• Action
  Get catalog item

  Returns one item from an Iterable catalog, including all of its field values.

• Action
  Get email template

  Returns an email template by its ID, including its HTML and plain-text content, subject, sender details and metadata.

• Action
  Get user

  Returns an Iterable user profile, including all its data fields, looked up by email address.

• Action
  List lists

  Returns all lists in the Iterable project, including their id, name and list type.

• Action
  List users in list

  Returns every user (email, or userId) who belongs to the chosen Iterable list.

• Action
  Remove user from list

  Removes a user, identified by email or user ID, from an Iterable static list.

• Action
  Send email

  Sends an email from an Iterable triggered campaign to a single user, identified by email address or user ID.

• Action
  Send push notification

  Sends a push notification from an existing push campaign to one Iterable user, now or at a scheduled time.

• Action
  Send SMS

  Sends an SMS from an Iterable SMS campaign to one user, identified by email or user ID, optionally scheduled for later.

• Action
  Track a Purchase

  Records a purchase for an Iterable user, with its line items and order total, and clears the user's shopping cart. Creates the user if they do not exist yet.

• Action
  Track Event

  Records a custom event against an Iterable user profile, identified by email or user ID, with optional event data.

• Action
  Trigger campaign

  Sends an existing triggered campaign to the members of one or more lists.

• Action
  Update a User

  Updates a user's profile data in Iterable, creating the user if none exists. Data is merged, so fields you leave out are kept.

• Action
  Update a User's Shopping Cart Items

  Replaces the shopping cart items stored on an Iterable user profile, creating the user if they do not exist yet.

• Action
  Update catalog item

  Creates or updates a catalog item, changing only the fields you provide and leaving other fields as they are. Iterable applies the change asynchronously.

• Action
  Update user subscriptions

  Updates a user's list, channel and message type subscriptions in Iterable. Any subscription list you provide replaces the user's existing one.

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