Integration
Connect Canopy Connect and OnePageCRM
When Pull Completed fires in Canopy Connect, your agent runs Create Contact in OnePageCRM, or Completed Next Action in OnePageCRM 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 OnePageCRM 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 OnePageCRM can do together
From Canopy Connect to OnePageCRM
When Pull Completed in Canopy Connect
then Create Contact in OnePageCRM
From OnePageCRM 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 OnePageCRM
Triggers and actions 10 triggers · 31 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).
- Closed Sales Cycle
Triggered when a sales cycle is closed — a deal is marked won or lost.
- Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
- New Call
Triggered when a phone call is logged in OnePageCRM.
- New Contact
Triggered when a new contact is created in OnePageCRM.
- New Deal
Triggered when a new deal is created in OnePageCRM.
- New Next Action
Triggered when a new next action is created in OnePageCRM.
- New Note
Triggered when a new note is added to a contact in OnePageCRM.
- Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
- Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
- Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
- Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
- Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
- Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
- Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
- Create Note
Adds a note to a contact's timeline in OnePageCRM.
- Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
- Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
- Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
- Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
- Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.
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 OnePageCRM
Airtable to OnePageCRMOrganize anything with Airtable, a modern database created for everyone.
Google Drive to OnePageCRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Canopy Connect and OnePageCRM, 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 OnePageCRM when something happens in Canopy Connect?
Any of OnePageCRM's 11 actions, including Create Call, Create Contact, Create Deal and Create Next Action. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OnePageCRM to Canopy Connect?
Yes. When something happens in OnePageCRM, your agent can act in Canopy Connect too. This page covers both directions: OnePageCRM's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or OnePageCRM?
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 OnePageCRM 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.