Connect Canopy Connect and Loyalzoo

Both apps 40Canopy Connect 21Loyalzoo 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
  Checkin

  Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details.

• Trigger
  Customer Updated

  Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships.

• Trigger
  Membership Created

  Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it.

• Trigger
  Membership Ended

  Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it.

• Trigger
  New Charge

  Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes.

• Trigger
  New Counter Event

  Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details.

• Trigger
  New Customer Created

  Triggers when a new customer is added to the merchant's place.

• Trigger
  Points Given

  Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change.

• Action
  Create New Customer

  Creates a new customer and associates them with your Loyalzoo place, returning the customer's id.

• Action
  Export Latest Customer Data

  Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods.

• Action
  Export Latest Transaction Data

  Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards.

• Action
  Get Customer Payment Method

  Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default.

• Action
  Get Membership

  Returns one membership held by a customer of your place, including its amount, billing dates and status.

• Action
  Get Merchant Info

  Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events.

• Action
  Give Points

  Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer.

• Action
  Increase Counter

  Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose.

• Action
  Retrieve Customer Details

  Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods.

• Action
  Search for Loyalty Customer via Email

  Returns the customers of your Loyalzoo place whose email address matches the one you specify.

• Action
  Update Customer

  Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record.

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