Connect Canopy Connect to Moderation API

Both apps 39Canopy Connect 21Moderation API 18

• 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).

• Action
  Add author

  Creates a new author (a user of your platform) in Moderation API so their content and behavior can be tracked and moderated.

• Action
  Add wordlist

  Creates a new wordlist in your Moderation API organization, optionally filled with an initial set of words. Add the wordlist to a policy to use it in moderation.

• Action
  Add words to wordlist

  Adds words or phrases to an existing wordlist. Words already on the list are ignored.

• Action
  Block author

  Blocks an author so they cannot post new content until they are unblocked.

• Action
  Delete author

  Deletes an author, resetting their status, blocks, trust level, metrics and action history. The author is recreated with a clean record the next time their content is moderated.

• Action
  Extract All Data

  Analyzes a piece of text and returns all data found in it — email addresses, phone numbers, URLs, addresses, names and other personal information or wordlist matches — along with the overall moderation result.

• Action
  Get author

  Returns an author's details, including their status, trust level, block details, risk level, content metrics and metadata.

• Action
  Get Moderated Text

  Submits a piece of text for moderation and returns the moderated text (with any personal information or banned words masked), along with whether it was flagged and the recommended action.

• Action
  Get Moderation Object

  Submits a structured object made of several named text, image, video or audio parts (for example a profile's name, bio and avatar) for moderation, and returns the evaluation, the recommended action and the per-policy results.

• Action
  Get wordlist

  Returns a single wordlist, including its name, strict-mode setting and every word it contains.

• Action
  List authors

  Returns the authors in your Moderation API project, with their status, trust level and content metrics. By default the most recently active authors come first.

• Action
  List queue items

  Returns the items in a review queue, with the queue's own filters applied. By default only items still waiting for review are returned.

• Action
  List wordlists

  Returns the wordlists in your Moderation API organization, with each wordlist's name, description and creation date.

• Action
  Moderate content

  Submits text, an image, a video, audio or a structured object for moderation and returns whether it was flagged, the recommended action (allow, review or reject) and the per-policy results.

• Action
  Resolve queue item

  Marks an item in a review queue as resolved, removing it from the queue's pending list.

• Action
  Send feedback

  Sends a feature request, bug report or other feedback to the Moderation API team, who may reply by email.

• Action
  Unblock author

  Unblocks a blocked or suspended author so they can post new content again.

• Action
  Update author

  Updates an existing author's profile in Moderation API, such as their name, email, company, trust level or metadata, and returns the updated author.

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