Connect Canopy Connect and Mural

Both apps 51Canopy Connect 21Mural 30

• 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 Mural

  Triggers when a new mural is created in the selected workspace.

• Trigger
  New Room

  Triggers when a new room is created in a Mural workspace.

• Action
  Add area

  Creates an area widget on a mural, with optional title, size, position, layout and style.

• Action
  Add comment

  Adds a comment to a mural at a given position, optionally attached to a widget.

• Action
  Add folder

  Creates a new folder in a Mural room, optionally nested inside an existing folder.

• Action
  Add room

  Creates a room in a Mural workspace you have write access to.

• Action
  Add shape

  Creates a shape widget (such as a rectangle or ellipse) on a mural.

• Action
  Add tag

  Creates a tag in a mural, optionally applying it to widgets. Tag text is limited to 25 characters.

• Action
  Add text box

  Creates a text box widget on a mural.

• Action
  Create Mural

  Creates a new mural in a room you own, with an optional title, folder, size and background color.

• Action
  Create Sticky

  Creates a sticky note on a mural, with optional text, position, size, shape, style and tags.

• Action
  Delete mural

  Deletes a mural that the connected user owns.

• Action
  Delete room

  Deletes a room that you own in Mural.

• Action
  Delete widget

  Deletes a widget (sticky note, shape, text box, etc.) and its content from a mural.

• Action
  Duplicate mural

  Creates a copy of an existing mural in the room (and optional folder) you choose, with a new title.

• Action
  Find murals by title

  Searches a workspace for murals whose titles match the text you provide and returns the matching murals.

• Action
  Get current user

  Returns the profile of the Mural user the connected account belongs to.

• Action
  Get mural

  Returns the details of a single mural you have access to.

• Action
  Get room

  Returns the details of a single Mural room, such as its name, type and workspace.

• Action
  Get workspace

  Returns the details of a Mural workspace you have read access to.

• Action
  Invite users to mural

  Invites people to a mural by email address or username. Invitees are notified by email; people invited by username are added to the mural immediately.

• Action
  List folders

  Returns the folders in a Mural room that you have access to.

• Action
  List murals

  Returns the murals you own or are a member of in a workspace, optionally filtered by status.

• Action
  List rooms

  Returns the rooms in a Mural workspace that you have access to.

• Action
  List tags

  Returns the tags defined in a mural.

• Action
  List widgets

  Returns the widgets (sticky notes, shapes, text boxes, areas and more) on a mural, optionally filtered by widget type or parent widget. Drawings are not included.

• Action
  List workspaces

  Returns all workspaces the connected Mural user is a member of.

• Action
  Update mural

  Updates a mural's title, status, size, colors, folder and permission settings. Leave a field blank to keep its current value.

• Action
  Update room

  Updates the name, description, visibility or favorite status of a Mural room.

• Action
  Update sticky note

  Updates the text, position, size, style or other properties of an existing sticky note on a mural.

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