Connect Canopy Connect and MailWizz

Both apps 36Canopy Connect 21MailWizz 15

• 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 Subscriber

  Triggers when a new confirmed subscriber is added to a MailWizz list.

• Trigger
  New Unubscriber

  Triggers when a subscriber unsubscribes from a MailWizz list.

• Action
  Add campaign

  Creates an email campaign for a list, with its sender details, schedule and content.

• Action
  Add list

  Creates a new email list in MailWizz with its name, description, sender defaults and optional notification and company details.

• Action
  Create Subscriber

  Adds a new subscriber to a MailWizz list.

• Action
  Delete list

  Deletes a list and its subscribers from your MailWizz account.

• Action
  Delete subscriber

  Permanently deletes a subscriber from a MailWizz list. No email is sent to the subscriber.

• Action
  Find Subscriber by Email

  Finds a subscriber in a MailWizz list by email address.

• Action
  Get campaign

  Returns one MailWizz campaign, including its name, type, sender details, subject, status, schedule and target list.

• Action
  Get list

  Returns one email list's details: general info, sender defaults, notification settings and company address.

• Action
  List campaigns

  Returns the campaigns in your MailWizz account, optionally only those for one list.

• Action
  Send transactional email

  Sends a one-off transactional email through MailWizz to a single recipient, now or at a scheduled time.

• Action
  Unsubscribe Subscriber

  Unsubscribes a subscriber from a MailWizz list silently (no email is sent).

• Action
  Update list

  Updates an existing MailWizz list's name, description, sender defaults, notifications and company details.

• Action
  Update subscriber

  Updates an existing subscriber's email and field values on a MailWizz list.

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