Connect Canopy Connect to Prembly

Both apps 32Canopy Connect 21Prembly 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).

• Action
  Get Wallet Balance

  Returns your Prembly wallet's current balance, currency and account status. Works on live accounts only.

• Action
  List bank codes

  Returns the list of Nigerian banks with their bank codes, for use when verifying a bank account.

• Action
  Verify bank account

  Verifies a Nigerian bank account number against its bank and returns the account holder's name.

• Action
  Verify BVN

  Verifies a Nigerian Bank Verification Number (BVN) and returns the holder's identity details.

• Action
  Verify CAC

  Verifies a Nigerian company's Corporate Affairs Commission (CAC) registration number and returns the registered company details.

• Action
  Verify driver's license

  Verifies a Nigerian driver's license number and returns the license holder's details.

• Action
  Verify international passport

  Verifies a Nigerian international passport number against the holder's last name and returns the passport holder's details.

• Action
  Verify NIN

  Verifies a Nigerian Virtual NIN and returns the holder's identity details.

• Action
  Verify phone number

  Verifies a Nigerian phone number and returns the registered owner's name and date of birth.

• Action
  Verify TIN

  Verifies a Nigerian Tax Identification Number (or the company's CAC RC number or phone number) and returns the taxpayer's registered details.

• Action
  Verify voter's card

  Verifies a Nigerian voter's card (VIN) and returns the cardholder's registered details, such as name, date of birth, state, LGA and polling unit.

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