Connect Canopy Connect and Keygen

Both apps 62Canopy Connect 21Keygen 41

• 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
  License Created

  Fires when a license is created in Keygen.

• Trigger
  License Deleted

  Triggers when a license is deleted.

• Trigger
  License Expired

  Triggers when a license has expired.

• Trigger
  License Expiring

  Triggers when a license is expiring soon.

• Trigger
  License Renewed

  Triggers when a license is renewed.

• Trigger
  License Used

  Triggers when a license's usage is incremented.

• Trigger
  Machine Activated

  Triggers when a machine is activated.

• Trigger
  Machine Deactivated

  Triggers when a machine is deactivated.

• Trigger
  New Event

  Triggers when a new event like a license validation, an activation, or an expiration occurs.

• Trigger
  Password Reset

  Triggers when a user requests a password reset.

• Trigger
  Release Created

  Triggers when a new release is created.

• Trigger
  Release Published

  Triggers when a release is published.

• Trigger
  User Created

  Triggers when a new user is created.

• Action
  Activate Machine

  Activates a new machine for a license using a known fingerprint.

• Action
  Add Release

  creates a new release (version, channel, product relationship) for a product; fires the release.created webhook event.

• Action
  Checkout License

  Checks out a license file.

• Action
  Checkout Machine

  Checks out a machine file.

• Action
  Create License

  Creates a new license according to a policy.

• Action
  Create Policy

  Creates a license policy for a Keygen product.

• Action
  Create Product

  Creates a product in Keygen.

• Action
  Create Release

  /releases with version, channel and product relationship (status DRAFT): creates a draft release for a product, which Publish Release can then publish.

• Action
  Create Token

  Creates a new API token for a license.

• Action
  Create User

  Creates a new user.

• Action
  Deactivate Machine

  deactivates (deletes) a machine, firing machine.deleted.

• Action
  Delete License

  Permanently deletes a license.

• Action
  Find License

  Finds an existing license by its license key or Keygen ID.

• Action
  Find User

  Finds an existing user by their email address or Keygen ID.

• Action
  Get Token

  Retrieves a single API token by its id, returning its kind, name, expiry and permissions.

• Action
  Increment License Usage

  /v1/accounts/{account}/licenses/{id}/actions/increment-usage with optional body {"meta":{"increment":N}} — increments the license's uses count (fires license.usage.incremented).

• Action
  List Entitlements

  Lists a license's entitlements by license key or license ID.

• Action
  List Policies

  Lists the policies in the Keygen account.

• Action
  Publish Release

  moves a draft release to PUBLISHED status; fires the release.published webhook event.

• Action
  Reinstate License

  Reinstates a suspended license.

• Action
  Renew License

  Renews a license by extending its expiration date.

• Action
  Request Password Reset

  /v1/accounts/{account}/passwords with meta.email (and meta.deliver=false) — the Forgot Password call; issues a reset token for the user and fires the user.password-reset webhook event.

• Action
  Reset License Usage

  Resets a license's usage counter.

• Action
  Suspend License

  Suspends a license.

• Action
  Transfer License

  Transfer an existing license to a different policy.

• Action
  Update License

  Updates a license.

• Action
  Update Machine

  Updates a machine.

• Action
  Update User

  Updates a user.

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