Connect Canopy Connect and Jammed

Both apps 44Canopy Connect 21Jammed 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).

• Trigger
  List Rooms

  Fires once for each new room added to the Jammed studio.

• Trigger
  New Customer

  Lists the customers.

• Trigger
  Receive Customer Created Messages

  Triggers when a customer is created.

• Trigger
  Receive Customer Updated Messages

  Fires when a customer is created or updated (each new updated_at value).

• Action
  Add blocked time

  Create a blocked time.

• Action
  Add booking transaction

  Create a transaction for a booking.

• Action
  Add coupon

  Create a coupon.

• Action
  Add promocode

  Create a promocode under a coupon.

• Action
  Cancel booking

  Cancel a booking by code.

• Action
  Create Booking

  Creates a new booking.

• Action
  Create Customer

  Creates a new customer.

• Action
  Find bookings by criteria

  Search bookings.

• Action
  Find customers by criteria

  Search customers.

• Action
  Get booking

  Fetch one booking by code.

• Action
  Get Booking Studio Notes

  Get internal studio notes for a booking.

• Action
  Get Coupon

  Retrieve a coupon by id, including its name, amount, discount type, duration and its promocodes.

• Action
  Get customer

  Fetch one customer by ID.

• Action
  List Blocked Times

  Lists blocked time periods on rooms, each with id, room, start/end and reason.

• Action
  List customers

  List all customers.

• Action
  List rooms

  List all rooms.

• Action
  Update Booking

  Updates an existing booking.

• Action
  Update Booking Studio Notes

  Update internal studio notes for a booking.

• Action
  Update customer

  Update a customer.

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