Connect Canopy Connect and MailerLite Classic

Both apps 41Canopy Connect 21MailerLite Classic 20

• 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 Group

  Triggered when a new subscriber group is created in MailerLite.

• Action
  Add Subscriber to Group

  Adds a subscriber to a MailerLite group, creating the subscriber if they do not exist yet.

• Action
  Create Campaign

  Creates a new regular or A/B email campaign addressed to the chosen groups or segments. Its HTML content is added afterwards.

• Action
  Create Group

  Creates a new subscriber group in the MailerLite account and returns the created group.

• Action
  Create/Update Subscriber

  Adds a subscriber to your MailerLite account, or updates the existing subscriber with the same email address, and returns the subscriber.

• Action
  Delete Campaign

  Deletes a campaign from the MailerLite account. A scheduled campaign cannot be deleted until it has been cancelled.

• Action
  Delete Group

  Deletes a subscriber group from the MailerLite account.

• Action
  Find Group by Name

  Returns the subscriber groups that match the specified group name.

• Action
  Get Group

  Returns one subscriber group by its id, including its name, subscriber counts, email activity totals and dates.

• Action
  List Campaigns

  Returns the campaigns in your MailerLite account with the chosen status, with a basic summary and open and click stats for each campaign.

• Action
  List Groups

  Returns the subscriber groups in the MailerLite account, with each group's subscriber counts, email stats and created and updated dates.

• Action
  List Segments

  Returns the segments stored in your MailerLite account, with each segment's title, rules, subscriber count and email engagement totals.

• Action
  List Subscriber Groups

  Returns the groups a subscriber belongs to, with each group's subscriber counts and sent, opened and clicked totals.

• Action
  List Subscribers

  Returns the subscribers in the MailerLite account, optionally limited to one status such as active or unsubscribed.

• Action
  Remove Subscriber From a Group

  Removes a subscriber from a group, identified by the subscriber's id or email address. The subscriber stays in the account and in any other groups.

• Action
  Search Subscribers

  Returns the subscribers in your MailerLite account that match a search term, such as an email address or name.

• Action
  Send Campaign

  Sends a draft campaign immediately or schedules it for a later time, and returns the campaign with its status and emails.

• Action
  Set Campaign Content

  Sets the HTML and plain-text content of a draft campaign, replacing what the campaign's email contains.

• Action
  Unsubscribe Subscriber

  Marks a subscriber as unsubscribed across the MailerLite account and returns the updated subscriber. Their name and fields can be updated in the same step.

• Action
  Update Group

  Renames an existing subscriber group and returns the updated group with its subscriber and email counts.

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