Connect Canopy Connect and LeadSquared

Both apps 37Canopy Connect 21LeadSquared 16

• 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
  Lead Stage Changed

  Triggers when a lead moves to a different stage.

• Trigger
  New Lead

  Triggers when a new lead is created in LeadSquared.

• Trigger
  Updated Lead

  Triggers when a lead is created or any of its fields change.

• Action
  Add Lead to Static List

  Adds a lead to a static list.

• Action
  Create or Update Lead

  Creates a new lead, or updates the existing lead with the same email address.

• Action
  Create Task on Lead

  Creates a task or appointment on a lead.

• Action
  Delete Lead

  Deletes a lead.

• Action
  Find Lead

  Finds an existing lead by email address and returns its fields.

• Action
  Find Lead by Phone

  Finds an existing lead by phone number and returns its fields.

• Action
  Find Lead (New)

  Searches leads by name, email, phone, company, city or country and returns every match.

• Action
  Get Activity Details

  Returns the details and field values of one activity.

• Action
  Get Lead by ID

  Returns a lead and all of its fields by lead id.

• Action
  List Activity Types

  Returns every activity type in the account with its numeric event code.

• Action
  List Lists

  Returns all lead lists with their type and member count.

• Action
  Post a Sales Activity to a Lead

  Posts a sales activity (a product sale, open, won or lost) on a lead.

• Action
  Update Lead

  Updates the given fields on an existing lead; fields left blank are unchanged.

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