Connect Canopy Connect and Qonto

Both apps 49Canopy Connect 21Qonto 28

• 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
  Bank Account Balance Change

  Triggers when the balance or authorized balance of one of your Qonto business accounts changes.

• Trigger
  New Bank Account

  Triggers when a new business bank account is added to the Qonto organization.

• Trigger
  New Transaction

  Triggers when a new transaction is recorded on a Qonto bank account.

• Trigger
  New Transaction (Legacy)

  Triggers when a new transaction is created on the chosen Qonto bank account.

• Trigger
  New Transfer

  Triggers when a new SEPA transfer is created in your Qonto organization.

• Trigger
  Transaction Updated Attachments

  Triggers when the attachments on a transaction change, such as when a receipt is added to it.

• Trigger
  Transaction Updated Labels

  Triggers when the labels on a transaction change, for example when a label is added to a transaction or one of several labels is removed.

• Trigger
  Transaction Updated VAT

  Triggers when a transaction's VAT amount or VAT rate is set or changed on a Qonto bank account.

• Trigger
  Updated Transaction

  Triggers when a transaction on a Qonto bank account is created or updated.

• Action
  Add Attachment

  Uploads a JPEG, PNG or PDF file, such as an invoice or receipt, and attaches it to a transaction. Qonto processes the file in the background, so it may not appear on the transaction immediately.

• Action
  Add client

  Creates a client (a company, individual or freelancer you bill) in your Qonto organization and returns the new client record.

• Action
  Add client invoice

  Creates a client invoice in Qonto for an existing client, as a draft or ready for payment, and returns the new invoice.

• Action
  Add SEPA beneficiary

  Adds a new untrusted SEPA beneficiary to the organization's main bank account and returns it.

• Action
  Create External Transfer

  Creates a SEPA transfer from one of your Qonto bank accounts to a saved or new beneficiary, and returns the transfer with its status.

• Action
  Create Internal Transfer

  Creates an instant transfer between two bank accounts of your Qonto organization.

• Action
  Get bank account

  Returns a Qonto business bank account, including its IBAN, status and current balances.

• Action
  Get organization

  Returns the details of the connected Qonto organization, including its legal information and its list of bank accounts.

• Action
  Get transaction

  Returns a single Qonto transaction by its ID, including its amount, counterparty, status and dates, and optionally its labels, attachments or VAT details.

• Action
  List bank accounts

  Returns all business bank accounts of the connected Qonto organization, with their IBAN, status and balances.

• Action
  List cards

  Returns the cards visible to the connected Qonto member, optionally filtered by holder, status, bank account, card level or text search.

• Action
  List client invoices

  Returns the client invoices of the Qonto organization, optionally filtered by status, creation, update or due dates, and sorted by creation date.

• Action
  List clients

  Returns the clients (customers you invoice) of your Qonto organization, optionally filtered by name, email, VAT or tax number, or last-updated date.

• Action
  List labels

  Returns all the labels of the Qonto organization, including each label's name and parent label.

• Action
  List memberships

  Returns all the memberships of the authenticated Qonto organization, with each member's name, role, status and team.

• Action
  List SEPA beneficiaries

  Returns the SEPA beneficiaries of your Qonto organization, optionally filtered by IBAN, status or trusted flag.

• Action
  List statements

  Returns the monthly bank statements of the Qonto organization, each with its period, bank account and a temporary link to download the file. Can be narrowed to specific bank accounts or a range of months.

• Action
  List supplier invoices

  Returns the organization's supplier invoices and documents awaiting review, optionally filtered by status, dates, supplier, amount or a text search.

• Action
  List transactions

  Returns the transactions of a Qonto bank account, with optional filters by status, date range, direction, operation type and attachments.

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