Integration
Connect Canopy Connect and Nomod
When Pull Completed fires in Canopy Connect, your agent runs Create Customer in Nomod, or New Customer in Nomod to Create Monitoring in Canopy Connect. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Canopy Connect and Nomod to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Canopy Connect and Nomod can do together
From Canopy Connect to Nomod
When Pull Completed in Canopy Connect
then Create Customer in Nomod
From Nomod to Canopy Connect
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Canopy Connect and Nomod
Triggers and actions 11 triggers · 52 actions
- 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.
- Create Monitoring
Starts monitoring a pull's insurance account so its data refreshes on a fixed interval.
- Create Widget
Creates a Canopy Connect link (widget) customers use to share their insurance.
- Delete Widget
Deletes a Canopy Connect link (widget).
- Get Carrier
Returns one insurance carrier Canopy Connect supports.
- Get Monitoring
Returns one monitoring of a connected insurance account.
- Get Pull
Returns one insurance pull with its policies, drivers, vehicles, dwellings and documents.
- Get Servicing Action
Returns one servicing action and its status.
- Get Team
Returns your Canopy Connect team's details.
- Get Widget
Returns one Canopy Connect link (widget).
- List Carriers
Returns the insurance carriers Canopy Connect can pull policies from.
- List Monitorings
Returns your team's monitorings, the ongoing refreshes of connected insurance accounts.
- List Pulls
Returns the insurance pulls (submitted insurance profiles) your team has received, newest first.
- List Servicing Actions
Returns your team's servicing actions (policy changes requested on a customer's behalf).
- List Widgets
Returns your team's Canopy Connect links (widgets) that customers use to share their insurance.
- 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.
- Refresh Monitoring
Refreshes a monitored insurance account right away, creating a new pull.
- Run Policy Check
Runs a policy check on a pull against your team's saved policy check settings and returns the results.
- Stop Monitoring
Stops a monitoring so the insurance account is no longer refreshed.
- Update Monitoring
Changes a monitoring's refresh interval, next refresh date, stop date or status.
- Update Widget
Updates a Canopy Connect link (widget).
- Charge Refund
Triggers when a charge is fully refunded.
- In-Person Paid
Triggers when an in-person (tap or card) charge is paid.
- Invoice Overdue
Triggers when an invoice becomes overdue.
- Invoice Paid
Triggers when an invoice is paid.
- Link Paid
Triggers when a payment link is paid.
- New Customer
Triggers when a new customer is added in Nomod.
- New Invoice
Triggers when a new invoice is created.
- New Link
Triggers when a new payment link is created.
- Payment Failed
Triggers when a charge fails.
- Team Member Joins
Triggers when a new team member is added.
- Cancel Invoice
Cancels an unpaid invoice.
- Create Checkout
Creates a hosted checkout session and returns the URL to send the buyer to.
- Create Customer
Creates a customer (contact) in your Nomod account.
- Create Invoice
Creates an invoice for a Nomod customer with one line item and returns its payment URL.
- Create Link
Creates a payment link with one item and returns its shareable URL.
- Create Team Member
Invites a new team member to your Nomod business.
- Delete Checkout
Deletes an unpaid checkout session.
- Delete Link
Archives a payment link so it can no longer be paid.
- Disable Link
Disables a payment link.
- Enable Link
Re-enables a disabled payment link.
- Find Charge
Finds the first charge matching a search.
- Find Customer
Finds the first customer matching an email or search text.
- Find Invoice
Finds the first invoice matching an invoice number or search text.
- Find Link
Finds the first payment link matching a reference ID or search text.
- Get Charge
Returns one charge by its ID.
- Get Checkout
Returns one checkout session by its ID.
- Get Customer
Returns one customer by its ID.
- Get Invoice
Returns one invoice by its ID.
- Get Link
Returns one payment link by its ID.
- Get Team Member
Returns one team member by their ID.
- List Charges
Returns a page of charges, optionally filtered.
- List Countries
Returns the countries Nomod supports, with their IDs.
- List Currencies
Returns the currencies Nomod supports.
- List Customers
Returns a page of customers, optionally filtered.
- List Invoices
Returns a page of invoices, optionally filtered.
- List Links
Returns a page of payment links, optionally filtered.
- List Provinces
Returns the provinces of a country, with their IDs.
- List Team Members
Returns every team member in your Nomod business.
- Refund Charge
Refunds all or part of a paid charge.
- Refund Checkout
Refunds all or part of a paid checkout.
- Update Invoice Title
Renames an invoice.
- Update Link Title
Renames a payment link.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Canopy Connect
Canopy Connect to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Canopy Connect to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Canopy Connect to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Canopy Connect to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Canopy Connect to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Canopy Connect to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Nomod
Google Drive to NomodGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to NomodMailchimp marketing automation and email platform.
Questions
Canopy Connect and Nomod, answered
What can start an automation from Canopy Connect?
Any of Canopy Connect's 1 trigger in the catalog, including Pull Completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Nomod when something happens in Canopy Connect?
Any of Nomod's 32 actions, including Create Checkout, Create Customer, Create Invoice and Create Link. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Nomod to Canopy Connect?
Yes. When something happens in Nomod, your agent can act in Canopy Connect too. This page covers both directions: Nomod's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or Nomod?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Canopy Connect and Nomod without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.