Connect Canopy Connect and PayPro

Both apps 32Canopy Connect 21PayPro 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 Sale

  Triggered when a new sale is made, meaning a payment on the PayPro account has been paid.

• Action
  Add customer

  Creates a new customer in PayPro with optional contact, address and company details, and returns the new customer's id.

• Action
  Add payment

  Creates a new payment and returns its id, state and the checkout link to send your customer to.

• Action
  Add refund

  Creates a full or partial refund for a PayPro payment, returning the amount back to the customer from your PayPro balance.

• Action
  Add subscription

  Creates a recurring subscription for a customer in PayPro and returns the new subscription's id.

• Action
  Get customer

  Returns a single PayPro customer by id, including contact details, company details and address. An error occurs if the customer is not found.

• Action
  Get payment

  Returns a single payment by its id, including its amount, state, pay method, metadata and related records. An error occurs if the payment is not found.

• Action
  List customers

  Returns all customers created for your PayPro account, most recent first.

• Action
  List payments

  Returns the payments created on the PayPro account, most recent first.

• Action
  List payouts

  Returns the payouts created on your PayPro account, most recent first, optionally limited to a creation date range.

• Action
  List subscriptions

  Returns the subscriptions created for your PayPro account, most recent first.

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