Connect Canopy Connect and LifterLMS

Both apps 45Canopy Connect 21LifterLMS 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
  Course Access Cancelled

  Triggers when a student's enrollment in the selected LifterLMS course is cancelled.

• Trigger
  Course Access Expired

  Triggers when a student's access to a LifterLMS course expires.

• Trigger
  Membership Access Cancelled

  Triggers when a student's access to a LifterLMS membership is cancelled.

• Trigger
  Membership Access Expired

  Triggers when a student's access to the selected LifterLMS membership expires.

• Trigger
  New Course

  Triggers when a new course is created in LifterLMS.

• Trigger
  New Course Enrollment

  Triggers when a student enrolls in the selected LifterLMS course.

• Trigger
  New Membership

  Triggers when a new LifterLMS membership is created.

• Trigger
  New Membership Enrollment

  Triggers when a student is enrolled in the selected LifterLMS membership.

• Trigger
  New Order

  Triggers when a new LifterLMS order is placed on your site, optionally limited to a status, student, product or access plan.

• Trigger
  New Student

  Triggers when a new LifterLMS student (a WordPress user with the student role) is created.

• Action
  Cancel Course Access

  Cancels a student's access to a LifterLMS course by setting their course enrollment status to cancelled.

• Action
  Cancel Membership Access

  Cancels a student's access to a LifterLMS membership by setting their membership enrollment status to cancelled.

• Action
  Create a WordPress User

  Creates a new WordPress user (a LifterLMS student) on your site, with the student role unless you choose another.

• Action
  Enroll in a Course

  Enrolls a WordPress user (student) in a LifterLMS course and returns the new enrollment.

• Action
  Enroll in a Membership

  Enrolls a WordPress user in a LifterLMS membership and returns the resulting enrollment.

• Action
  Expire Course Access

  Sets a student's enrollment in a LifterLMS course to expired and returns the updated enrollment.

• Action
  Expire Membership Access

  Sets a student's enrollment in a LifterLMS membership to expired and returns the updated enrollment.

• Action
  Find Courses

  Searches LifterLMS courses by a search term and returns the matching courses.

• Action
  Get Course

  Returns the details of a LifterLMS course, including its title, content, status, enrollment and access dates, and catalog settings.

• Action
  Get Course Enrollment

  Returns a student's enrollment in a LifterLMS course, including its status, dates and what triggered it.

• Action
  Get Order

  Returns the details of a LifterLMS order, including the student, purchased course or membership, access plan, totals and status.

• Action
  Retrieve a WordPress User

  Returns a WordPress user (LifterLMS student) by their user ID, including profile and billing details.

• Action
  Search WordPress User by Email

  Finds the WordPress user (LifterLMS student) whose email address exactly matches the one you supply, and returns their profile.

• Action
  Search WordPress User by Username

  Finds the WordPress user on your LifterLMS site whose username exactly matches the one you supply, and returns their profile.

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