Connect Canopy Connect and Quo

Both apps 47Canopy Connect 21Quo 26

• 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
  List Phone Numbers

  Triggers when a new phone number is added to your Quo workspace.

• Action
  Add contact

  Adds a new contact to your Quo workspace, with name, company, role, emails, phone numbers and custom field values.

• Action
  Add task

  Creates a task in Quo linked to a phone number, a conversation, or a conversation activity, optionally with a due date and an assigned user.

• Action
  Create or Update Contact

  Finds a Quo contact by your External ID and updates it, or creates a new contact with that External ID when none exists. Fields left blank on an update keep their current values.

• Action
  Delete contact

  Deletes a contact from your Quo workspace.

• Action
  Delete task

  Deletes a task from your Quo workspace.

• Action
  Get a Message by ID

  Returns a single text message by its ID, including its sender, recipients, content, direction, delivery status and any attached media.

• Action
  Get a Summary for a Call

  Returns the AI-generated summary of a call, including key points discussed, suggested next steps, and any Sona job results. Call summaries are available on Business and Scale plans.

• Action
  Get a Transcription for a Call

  Returns the transcript of a call, including each spoken segment with its speaker and timing. Transcripts are available on Quo Business and Scale plans.

• Action
  Get call

  Returns a single Quo call by its ID, including its direction, status, participants, duration and timestamps.

• Action
  Get contact

  Returns a single Quo contact by its ID, including name, company, role, phone numbers, emails and custom field values.

• Action
  Get phone number

  Returns one of your Quo phone numbers, including its display name, number, forwarding setting, assigned users and calling/messaging restrictions.

• Action
  Get Recordings for a Call

  Returns the recordings for a call, oldest segment first, with each recording's status, duration, file type and download URL.

• Action
  Get task

  Returns a single Quo task by its ID, including its title, description, due date, assignee, linked conversation and completion status.

• Action
  Get user

  Returns a user in your Quo workspace, including their name, email, role and profile picture.

• Action
  Get voicemail for a call

  Returns the voicemail left on a call, including its status, length, transcript and a link to the audio. Fields stay blank while the voicemail is still processing.

• Action
  List Calls

  Returns the calls between one of your Quo numbers and a specific external phone number, optionally limited to a date range.

• Action
  List contacts

  Returns the contacts in your Quo workspace, optionally limited to contacts with specific external IDs or sources.

• Action
  List Conversations

  Returns the conversations in your Quo workspace, newest activity first, optionally narrowed to specific Quo numbers, a user's access, or a created/updated date range.

• Action
  List Messages

  Returns the text messages exchanged between one of your Quo numbers and the given participants, newest first, optionally filtered by sender and date range.

• Action
  List Phone Numbers

  Returns the phone numbers in your Quo workspace along with the users who have access to each, optionally limited to one user's numbers.

• Action
  List tasks

  Returns the tasks in your Quo workspace, including title, description, due date, assignee and completion status.

• Action
  List users

  Returns every user in your Quo workspace, with their email, name, role and picture.

• Action
  Send a Message

  Sends a text message from one of your Quo phone numbers to up to 10 recipients.

• Action
  Update contact

  Updates an existing Quo contact's name, company, role, emails, phone numbers and custom fields. Fields you leave blank keep their current values.

• Action
  Update task

  Updates the title and description of an existing Quo task.

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