Connect Canopy Connect and Pics.io

Both apps 42Canopy Connect 21Pics.io 21

• 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
  Assets Added to Collection

  Triggers when an asset is added to the selected Pics.io collection (including its nested collections).

• Trigger
  Assets Color Changed

  Triggers when the color label on an asset in your Pics.io library is set or changed.

• Trigger
  Assets Flag Changed

  Triggers when an asset's flag changes to flagged, unflagged or rejected in your Pics.io library.

• Trigger
  Assets Metadata Changed

  Triggers when an asset's metadata (title, description, keywords, custom fields and other details) is changed in Pics.io.

• Trigger
  Assets Moved to Collection

  Triggers when assets are moved into the chosen collection (or any collection inside it).

• Trigger
  Assets Raiting Changed

  Triggers when an asset's star rating is changed in your Pics.io library.

• Trigger
  Metadata Processing Completed

  Triggers when Pics.io finishes processing an asset's file metadata, including when metadata is reprocessed for an existing asset.

• Trigger
  New Asset

  Triggers when a new asset is added to your Pics.io library, optionally limited to a collection, inbox, lightboard, type or other filters.

• Trigger
  New Collection

  Triggers when a new collection is created directly inside the collection you choose (pick the root to watch top-level collections).

• Trigger
  New Comment

  Triggers when a new comment is added to an asset in your Pics.io library.

• Action
  Add assets to collection

  Adds one or more Pics.io assets to a collection, or moves them into it so they leave their other collections.

• Action
  Add keyword

  Creates a new keyword in the Pics.io keyword tree, optionally nested under a parent keyword.

• Action
  Create Collection

  Creates a new collection in Pics.io, optionally nested inside an existing parent collection.

• Action
  Delete collection

  Deletes a collection from your Pics.io library.

• Action
  Find assets

  Returns the assets in your Pics.io library that match a text search and optional filters such as collection, type, flag, rating, color or creation date.

• Action
  Find collections

  Returns the collections whose name or description contains the text you search for.

• Action
  Find keywords

  Returns the keywords in your Pics.io account whose name matches the search text.

• Action
  Get assets

  Returns the full details of one or more Pics.io assets by their IDs.

• Action
  List custom fields

  Returns every custom field defined in your Pics.io workspace, including each field's title, type, visibility and allowed options.

• Action
  Update asset

  Updates an existing Pics.io asset by ID — its file name, title, description, rating, flag and color label — and returns the updated asset. Fields left blank are not changed.

• Action
  Update custom field values on assets

  Sets the value of one custom field on one or more Pics.io assets at once.

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