Connect Canopy Connect and LightSpeed VT

Both apps 40Canopy Connect 21LightSpeed VT 19

• 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
  Access Info

  Triggers when a user signs in to LightSpeed VT.

• Trigger
  Location Created

  Triggers when a new location is added in LightSpeed VT.

• Trigger
  Location Updated

  Triggers when a location's name, status or vendor ID changes in LightSpeed VT.

• Trigger
  User Created

  Triggers when a new user is created in LightSpeed VT.

• Trigger
  User Updated

  Triggers when a user's details change in LightSpeed VT.

• Action
  Deduct Leaderboard Points

  Deducts points from a user's leaderboard tally.

• Action
  Find Email

  Finds the user who has a given email address.

• Action
  Find User

  Checks whether a username is still free to use before you create a user with it.

• Action
  Get Course

  Returns a course by course ID.

• Action
  Get Leaderboard Total Points

  Returns a user's leaderboard points total.

• Action
  Get Location

  Returns a location by location ID.

• Action
  Get User

  Returns a user by user ID.

• Action
  Get User Login URL

  Returns a single sign-on URL that signs a user straight into their LightSpeed VT training.

• Action
  List Courses

  Returns the courses available in your system.

• Action
  List Job Positions

  Returns the job positions in your system.

• Action
  List Locations

  Returns the locations in your LightSpeed VT system.

• Action
  List Teams

  Returns the teams, optionally in one location.

• Action
  List User Completed Courses

  Returns the courses a user has completed.

• Action
  Set User LeaderBoard Points by User ID

  Adds points to a user's leaderboard tally.

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