Connect Canopy Connect and Mews

Both apps 56Canopy Connect 21Mews 35

• 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 Accounting Item

  Triggers when a new accounting (order) item is posted in Mews.

• Trigger
  New Closed Bill

  Triggers when a bill is closed in Mews.

• Trigger
  New Company Event

  Triggers when a new company profile is created in Mews.

• Trigger
  New Customer Event

  Triggers when a customer is added or updated in Mews.

• Trigger
  New Reservation Event

  Triggers when a reservation is created or changes, such as a new booking, check-in or check-out.

• Trigger
  New Space Block Event

  Triggers when a space is blocked as out of order or for internal (house) use in Mews.

• Action
  Add Customer File

  Attaches a file to a customer profile in Mews.

• Action
  Add external payment

  Adds a payment that was taken outside Mews (cash, wire transfer, voucher, etc.) to a customer's or company's bill.

• Action
  Add message

  Adds a message to a Mews message thread that this integration created.

• Action
  Add Reservation Companion

  Adds a customer as a companion on a reservation, if the reservation has room for another guest.

• Action
  Cancel reservation

  Cancels one or more reservations in Mews. Succeeds only if the reservations can be cancelled.

• Action
  Confirm reservation

  Confirms one or more optional reservations in Mews, marking them as Confirmed.

• Action
  Create Availability Block

  Creates an availability block (group allotment) in Mews.

• Action
  Create Company

  Creates a company profile in Mews.

• Action
  Create Customer

  Creates a customer profile in Mews and returns its id.

• Action
  Create New Task

  Creates a task for hotel staff in Mews.

• Action
  List bills

  Returns bills from Mews, optionally filtered by bill, customer, enterprise, state, type and issued, paid, due, created or updated dates.

• Action
  List companies

  Returns the company profiles of the property, optionally filtered by ids, names, external identifiers, activity state or created/updated time.

• Action
  List customers

  Returns customers from Mews, filtered by ids, emails, names, loyalty codes, company or created/updated/deleted time window.

• Action
  List payments

  Returns payments filtered by ids, accounts, bills, reservations, dates, state or type. At least one filter must be supplied.

• Action
  List products

  Returns the products (extras such as breakfast or parking) offered with the selected services.

• Action
  List rates

  Returns the rates (pricing setups) of the chosen Mews services, optionally filtered by property, rate, external identifier, activity state or update time.

• Action
  List reservations

  Returns the reservations in your Mews property, filtered by ids, confirmation numbers, states or date ranges.

• Action
  List resources

  Returns the resources (rooms, beds, spaces and other bookable units) of your Mews properties, optionally filtered by id, name or created/updated time.

• Action
  List services

  Returns the services (accommodation, restaurant, extras) offered by the property.

• Action
  List tasks

  Returns tasks of the property, filtered by task, department, reservation, or by when they were created, closed or due.

• Action
  Process reservation

  Checks out a reservation, marking it as Processed. Optionally closes the guests' bills or allows an open balance with a note.

• Action
  Search Bill by Id

  Finds a bill in Mews by its id.

• Action
  Search Customer by Email, Id or Name

  Finds customers in Mews by id, email, first name or last name.

• Action
  Search for a Reservation by Customer Id

  Finds the reservations owned by a customer in Mews.

• Action
  Search for a Reservation by Reservation Id

  Finds a reservation in Mews by its id.

• Action
  Search for Current Rate Prices

  Returns the prices of a rate for each night in a date range.

• Action
  Start reservation

  Checks in a reservation, marking it as Started. The reservation must be confirmed and have an inspected room assigned.

• Action
  Update Company

  Updates a company's name, invoicing email, phone or notes in Mews.

• Action
  Update Customer

  Updates a customer's name, email, phone or notes in Mews; blank fields are left unchanged.

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