Connect Canopy Connect and Runn

Both apps 45Canopy Connect 21Runn 24

• 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 Assignment

  Triggers when a new assignment is created in Runn, optionally limited to one person, role or project.

• Trigger
  New Client

  Triggers when a new client is created in Runn.

• Trigger
  New Contract

  Triggers when a new contract is added to a person in Runn.

• Trigger
  New Holiday Group

  Triggers when a new holiday group is added to your Runn account.

• Trigger
  New Person

  Triggers when a new person is added in Runn.

• Trigger
  New Project

  Triggers when a new project is created in Runn.

• Trigger
  New Rate Card

  Triggers when a new rate card is created in Runn.

• Trigger
  New Role

  Triggers when a new role is created in Runn.

• Trigger
  New Skill

  Triggers when a new skill is created in Runn.

• Trigger
  New Team

  Triggers when a new team is created in Runn.

• Trigger
  New User

  Triggers when a new user is added to your Runn account.

• Action
  Assign a Manager

  Adds a Runn user as a manager of a person or placeholder, keeping any managers they already have. Returns the updated person.

• Action
  Create Assignment

  Creates an assignment that schedules a person or placeholder on a project in a role for a date range, with the same number of minutes on each working day.

• Action
  Create Client

  Creates a new client in Runn with a name and, optionally, a website and links to external systems.

• Action
  Create Contract

  Adds a new contract to a person in Runn, setting their role, dates, employment type, cost and working hours.

• Action
  Create Person

  Creates a person in Runn, along with their first contract (role, employment type, cost and working hours).

• Action
  Create Project

  Creates a project in Runn for a client, optionally setting its budget, pricing model, rate card, team and managers, or duplicating it from an existing template project.

• Action
  Create Role

  Creates a role in Runn, with optional default hourly cost, standard charge-out rate and external references.

• Action
  Create Skill

  Creates a new skill in Runn that can be assigned to people and placeholders.

• Action
  Create Timesheet (Actual)

  Records the time a person actually spent on a project for one day, creating the actual or overwriting an existing one for the same date, person, project, role and workstream.

• Action
  Find Client

  Returns Runn clients whose name contains the text you enter (case-insensitive), with each client's id, website, archived status and external references.

• Action
  Find Person

  Finds people in Runn by email, first name, last name or external id, returning every match and the first matching person.

• Action
  Find Project

  Returns the projects whose name contains the text you give (ignoring case), optionally narrowed by external ID or last-modified date.

• Action
  Find Role

  Finds roles in Runn whose name contains the text you give, ignoring case. Returns the matching roles, how many matched, and the first match.

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