Connect Canopy Connect and Iubenda

Both apps 34Canopy Connect 21Iubenda 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 Consent

  Triggers when a new consent is recorded in the iubenda Consent Database.

• Trigger
  New Subject

  Triggers when a new subject is created in the iubenda Consent Database.

• Action
  Create a Legal Notice

  Creates a new version of a legal notice (such as a privacy policy) in the iubenda Consent Database.

• Action
  Create a New Consent

  Records a new consent for a person in the iubenda Consent Database, creating the subject if needed.

• Action
  Create a Subject

  Creates a subject (a person whose consents are tracked) in the iubenda Consent Database.

• Action
  Find Subjects

  Finds subjects in the iubenda Consent Database by exact email or by name.

• Action
  Get a Consent

  Returns one consent record, including its preferences, proofs and accepted legal notices.

• Action
  Get a Subject

  Returns one subject with their current consent preferences.

• Action
  List Consents

  Returns consent records, optionally filtered by subject or date range.

• Action
  List Legal Notices

  Returns the legal notices and their versions stored in the iubenda Consent Database.

• Action
  Update a Subject

  Updates a subject's email or name. Fields left blank are not changed.

• Action
  Update Preferences of a Subject

  Changes one consent preference of an existing subject by recording a new consent for them.

• Action
  Verify a Subject

  Marks an existing subject as verified, for example after a double opt-in.

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