Connect Canopy Connect and NeetoInvoice

Both apps 32Canopy Connect 21NeetoInvoice 11

• 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 Client

  Triggers when a new client is added to your NeetoInvoice workspace.

• Action
  Add client

  Creates a new client in NeetoInvoice with a name, currency and status.

• Action
  Add project

  Creates a project for a client in NeetoInvoice, with its billing method, tasks and assigned team members.

• Action
  Add time entry

  Logs hours worked by a team member on a project task for a given date.

• Action
  Generate invoice

  Generates an invoice for a client from unbilled time entries, services, expenses or fixed price projects, with optional taxes, and can email it to the client's recipients.

• Action
  Get client

  Returns the details of a client, including its currency, status and invoice recipients.

• Action
  Get project

  Returns the details of a project, including its client, billing method, rates, tasks and recurring invoice settings.

• Action
  List clients

  Returns the workspace's clients ordered by name, optionally filtered by status or by name.

• Action
  List time entries

  Returns the unbilled time entries logged against a client's project, optionally limited to a date range.

• Action
  Update client

  Updates an existing client's details, such as its name, currency, status, notes or address.

• Action
  Update project

  Updates an existing project's name, billing, time-rounding, autolock, approval settings and tasks.

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