Connect Canopy Connect and LiveSwitch

Both apps 51Canopy Connect 21LiveSwitch 30

• 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 Contact Matching Filter

  Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.

• Trigger
  New Conversation Matching Filter

  Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.

• Trigger
  New Guided Instructions

  Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.

• Trigger
  New Project

  Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.

• Trigger
  New Tag

  Triggers when a new tag is created in LiveSwitch.

• Action
  Create Contact

  Creates a new contact in LiveSwitch from a name, email or phone, and any custom attributes defined for contacts, and returns the created contact.

• Action
  Create Conversation

  Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.

• Action
  Create Project

  Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.

• Action
  Create Tag

  Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.

• Action
  Find All Tags

  Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.

• Action
  Find Contact by ID

  Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.

• Action
  Find Contact by Phone

  Returns the LiveSwitch contact that has the given phone number, including its custom attributes.

• Action
  Find Conversation by ID

  Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.

• Action
  Find Conversations

  Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.

• Action
  Find Document by ID

  Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.

• Action
  Find Form by ID

  Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.

• Action
  Find Form Submission by ID

  Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.

• Action
  Find Guided Instructions

  Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.

• Action
  Find Project by ID

  Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.

• Action
  Find Projects

  Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.

• Action
  Find Recording by ID

  Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.

• Action
  Find Recordings by Conversation

  Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.

• Action
  Find Recordings by Project

  Returns the recordings that belong to the specified project, including their public links, status, type and tags.

• Action
  Find Snapshots by Project

  Returns the snapshots attached to a LiveSwitch project, including their public links, captions and tags.

• Action
  Get Current User (Me)

  Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.

• Action
  Get Organization Settings

  Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.

• Action
  Update Contact

  Updates an existing contact by ID, changing only the name, email, phone and custom attribute values you supply, and returns the updated contact.

• Action
  Update Conversation

  Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.

• Action
  Update Project

  Updates an existing project's name, external ID, status, tags, address, contacts and custom attributes, and returns the updated project. Only the fields you fill in are changed.

• Action
  Update Tag

  Updates the name or display color of an existing tag and returns the updated tag.

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