Connect Canopy Connect and Lettr

Both apps 45Canopy Connect 21Lettr 24

• 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 email event

  Triggers instantly when Lettr reports an email event, such as a delivery, bounce, open, click, spam complaint or unsubscribe.

• Action
  Add audience list

  Creates a new audience list in Lettr with the given name and returns the created list.

• Action
  Add contact

  Adds a new contact to your Lettr audience, optionally placing it on a list, setting custom properties, and sending a double opt-in confirmation email.

• Action
  Add contact to list

  Adds an existing contact to one of your audience lists. Succeeds whether the contact was newly added or was already on the list.

• Action
  Add template

  Creates a new email template in Lettr from HTML or Topol editor JSON content, and publishes its first version with the merge tags found in the content.

• Action
  Create campaign

  Creates a draft email campaign in Lettr with its subject, sender, content and audience, ready to send or schedule.

• Action
  Delete contact

  Permanently deletes a contact from your Lettr audience.

• Action
  Get campaign

  Returns one Lettr campaign with its settings, audience, status and delivery stats.

• Action
  Get contact

  Returns a single audience contact, including its subscription status, custom properties, lists and topics.

• Action
  Get email

  Returns a sent email's details — sender, subject, recipients, delivery state — and all of its delivery, bounce, open and click events.

• Action
  Get template

  Returns a single email template by its slug, including its HTML, editor content, purpose, status and version details.

• Action
  List audience lists

  Returns all audience lists in your Lettr team, with each list's name and contact count.

• Action
  List campaigns

  Returns the email campaigns in your Lettr account, optionally only those with a given status.

• Action
  List contacts

  Returns the contacts in your Lettr audience, optionally narrowed by a search term, subscription status, list or segment.

• Action
  List domains

  Returns every sending domain registered in your Lettr account, with its approval status, whether it can send, and its DNS verification state.

• Action
  List emails

  Returns emails sent from your Lettr account in the last few days, optionally filtered by recipient address and date range.

• Action
  List templates

  Returns the email templates in a Lettr project, optionally limited to one folder or to transactional or campaign templates.

• Action
  Schedule campaign

  Schedules a Lettr campaign to send at a future time, or moves an already scheduled campaign to a new time.

• Action
  Schedule email

  Schedules a transactional email for delivery at a future time (at least 5 minutes ahead and within 30 days), using your own content or a saved template.

• Action
  Send campaign

  Sends a draft Lettr campaign to its audience right away. The campaign needs a subject, a sender on a verified domain, and content.

• Action
  Send Email

  Sends a transactional email through Lettr to one or more recipients, using your own HTML/text content or a saved template.

• Action
  Send Email Template

  Sends an email using one of your saved Lettr templates, filling its merge variables with the values you provide. Returns the send's request ID and how many recipients were accepted.

• Action
  Unschedule campaign

  Cancels a scheduled Lettr campaign send and returns the campaign to draft.

• Action
  Update contact

  Updates an existing contact in your Lettr audience, changing its email address, subscription status or custom properties. Fields left blank are not changed.

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