Connect Canopy Connect and Siteleaf

Both apps 42Canopy Connect 21Siteleaf 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
  New Collection

  Triggered when a new collection is created.

• Trigger
  New Document

  Triggered when a new document is created.

• Trigger
  New Page

  Triggered when a new page is created.

• Trigger
  New Site

  Triggered when a new site is created.

• Action
  Add Collection

  Create a new collection on a site.

• Action
  Create Document

  Creates a new document.

• Action
  Create Page

  Creates a new page.

• Action
  Delete Collection

  Delete a collection.

• Action
  Delete Document

  Delete a document.

• Action
  Delete Page

  Delete a page.

• Action
  Get Document

  Get a single document by id.

• Action
  Get Page

  Get a single page by id.

• Action
  Get Site

  Get a single site by id.

• Action
  List Collections

  List collections for a site.

• Action
  List Documents

  List documents in a collection, filterable by search/visibility/extensions.

• Action
  List Pages

  List pages for a site, filterable by search/visibility/extensions.

• Action
  List Sites

  List all sites for the authenticated user.

• Action
  Update Collection

  Update a collection's title/path/metadata.

• Action
  Update Document

  Update an existing document's title/body/tags/categories/metadata.

• Action
  Update Page

  Update an existing page's title/body/metadata.

• Action
  Update Site

  Update a site's settings.

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