Connect Canopy Connect and LearningSuite

Both apps 72Canopy Connect 21LearningSuite 51

• 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
  Bundle Created

  Triggers when a new bundle is created.

• Trigger
  Custom Popup Created

  Triggers when a new custom popup is added.

• Trigger
  Group Created

  Triggers when a new group is created in your LearningSuite academy.

• Trigger
  Member Created

  Triggers when a new member is added.

• Trigger
  New Community Area

  Triggers when a new community area is created.

• Trigger
  New Community Badge

  Triggers when a new community badge is created.

• Trigger
  New Community Forum

  Triggers when a new community forum is created.

• Trigger
  Team Member Created

  Triggers when a new team member (admin-zone user) is added.

• Trigger
  User Not Logged in for More Than X Days

  Triggers once for each member who has not logged in for at least the given number of days.

• Action
  Activate/Deactivate Member

  Activates or deactivates a member's LearningSuite account.

• Action
  Add Community Badges to User

  Assigns community badges to a user.

• Action
  Append Custom Field Files

  Appends a file, fetched from a public URL, to a user's file custom field.

• Action
  Change Module Access for Member

  Overrides how a specific module of a course is unlocked for one member.

• Action
  Create Webhook Subscription

  Creates a LearningSuite webhook subscription that sends events of the chosen type to a URL.

• Action
  Delete Group

  Deletes a group.

• Action
  Delete Member

  Permanently deletes a member.

• Action
  Delete Popup Trigger

  Removes a pending popup for a member so it is no longer shown.

• Action
  Find Group

  Finds groups by name.

• Action
  Find Member by Email

  Finds a member by email address.

• Action
  Find Member by ID

  Finds a member by ID.

• Action
  Find Team Member by Email

  Finds a team member (admin-zone user) by email.

• Action
  Find Team Member by ID

  Finds a team member (admin-zone user) by ID.

• Action
  Get Bundles of Member

  Returns the bundles a member has, with access details.

• Action
  Get Community Areas

  Returns community areas.

• Action
  Get Community Forums

  Returns community forums, optionally only those in one area.

• Action
  Get Community Posts

  Returns published community posts, optionally filtered by area or forum.

• Action
  Get Course Information of Member

  Returns whether a member has access to a course and their progress and learning time in it.

• Action
  Get Course Progress of Member

  Returns a member's overall progress in a course, in percent.

• Action
  Get Courses From Member

  Returns the courses a member is enrolled in, with access and progress.

• Action
  Get Custom Field Store for User

  Returns a user's whole custom field store: all values, metadata and profiles.

• Action
  Get Custom Field Values for an User

  Returns all custom field values of a user, for one profile.

• Action
  Get Lesson Progress of Member

  Returns a member's progress in one lesson of a course, in percent.

• Action
  Get Members

  Returns members, optionally filtered by creation date or days since last login.

• Action
  Get Members of Course

  Returns the members of a course with their access, and optionally their progress.

• Action
  Get Module Progress of Member

  Returns a member's progress in one module of a course, in percent.

• Action
  Get Modules of Course

  Returns the modules of a course with their default content drip.

• Action
  Get Modules of Course for Member

  Returns the modules of a course with what one member can see and when.

• Action
  Get Published Courses

  Returns every published course in your LearningSuite academy, with its name, description and publish date.

• Action
  Get Team Members

  Returns team members (users with admin-zone access).

• Action
  Give Hub Access

  Gives members, groups or bundles access to a hub.

• Action
  Remove Community Badges From User

  Removes community badges from a user.

• Action
  Remove Courses From Member

  Removes a member's access to courses.

• Action
  Remove Hub Access

  Removes members, groups or bundles from a hub.

• Action
  Remove Member From Bundles

  Removes a member's access to bundles.

• Action
  Remove Members From Groups

  Removes members from groups.

• Action
  Require User by ID

  Returns a member by ID and fails the step when no such member exists.

• Action
  Send Login Information

  Emails a user their login link.

• Action
  Send Push Notifications

  Sends a push notification to users and group members logged into your custom LearningSuite mobile app.

• Action
  Trigger Popup

  Shows a custom popup to a member.

• Action
  Update Lesson

  Renames a lesson or changes its visibility.

• Action
  Update User Data

  Updates a member's profile fields.

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