Connect Canopy Connect and Smartsheet via API Token

Both apps 124Canopy Connect 21Smartsheet via API Token 103

• 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 contacts

  List contacts

• Trigger
  List dashboards

  List dashboards

• Trigger
  List org groups

  List org groups

• Trigger
  List reports

  List reports

• Trigger
  List sheets

  List sheets

• Trigger
  List workspaces

  List workspaces

• Trigger
  New favorite

  Triggers when a new item is added to your favorites.

• Trigger
  New row

  Polling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.

• Trigger
  New search result

  Triggers when a new item matches your search query.

• Action
  Add columns

  Add columns

• Action
  Add favorites

  Add favorites

• Action
  Add image to cell

  Add image to cell

• Action
  Add rows

  Add one or more rows to a sheet. Provide an array of row objects with cells.

• Action
  Add summary fields

  Add summary fields

• Action
  Attach file or URL to comment

  Attach file or URL to comment

• Action
  Attach file or URL to row

  Attach file or URL to row

• Action
  Attach file or URL to sheet

  Attach file or URL to sheet

• Action
  Attach new version

  Attach new version

• Action
  Copy folder

  Copy folder

• Action
  Copy rows to another sheet

  Copy rows to another sheet

• Action
  Copy sheet

  Copy sheet

• Action
  Copy workspace

  Copy workspace

• Action
  Create a comment

  Create a comment

• Action
  Create a discussion on a row

  Create a discussion on a row

• Action
  Create an update request

  Create an update request

• Action
  Create cross-sheet references

  Create cross-sheet references

• Action
  Create discussion

  Create discussion

• Action
  Create folder

  Create a folder in the user's Home.

• Action
  Create folder in workspace

  Create folder in workspace

• Action
  Create proof

  Create proof

• Action
  Create proof discussion

  Create proof discussion

• Action
  Create proof request

  Create proof request

• Action
  Create sheet

  Creates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace.

• Action
  Create sheet in folder

  Create sheet in folder

• Action
  Create sheet in workspace

  Create sheet in workspace

• Action
  Create workspace

  Create workspace

• Action
  Delete a comment

  Delete a comment

• Action
  Delete a discussion

  Delete a discussion

• Action
  Delete an update request

  Delete an update request

• Action
  Delete attachment

  Delete attachment

• Action
  Delete column

  Delete column

• Action
  Delete favorites

  Removes one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list.

• Action
  Delete folder

  Delete folder

• Action
  Delete report

  Delete report

• Action
  Delete rows

  Delete rows

• Action
  Delete sent update request

  Delete sent update request

• Action
  Delete sheet

  Delete a sheet by id.

• Action
  Delete summary fields

  Delete summary fields

• Action
  Delete workspace

  Delete workspace

• Action
  Edit a comment

  Edit a comment

• Action
  Get a comment

  Get a comment

• Action
  Get an update request

  Get an update request

• Action
  Get attachment

  Get attachment

• Action
  Get column

  Get column

• Action
  Get contact

  Get contact

• Action
  Get cross-sheet reference

  Get cross-sheet reference

• Action
  Get discussion

  Get discussion

• Action
  Get folder metadata

  Get folder metadata

• Action
  Get proof

  Get proof

• Action
  Get report

  Get report

• Action
  Get row

  Get a single row from a sheet by row id.

• Action
  Get sent update request

  Get sent update request

• Action
  Get sheet

  Get a sheet by id, including its rows and columns.

• Action
  Get sheet summary

  Get sheet summary

• Action
  Get summary fields

  Get summary fields

• Action
  Get user

  Get user

• Action
  Get workspace

  Retrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.

• Action
  Is favorite

  Is favorite

• Action
  List attachments

  List attachments

• Action
  List columns

  List all columns of a sheet.

• Action
  List contents

  List contents

• Action
  List cross-sheet references

  List cross-sheet references

• Action
  List discussion attachments

  List discussion attachments

• Action
  List discussions

  List discussions

• Action
  List discussions with a row

  List discussions with a row

• Action
  List folder children

  List folder children

• Action
  List folders

  List the folders in the user's Home.

• Action
  List proof attachments

  List proof attachments

• Action
  List proofs

  List proofs

• Action
  List row attachments

  List row attachments

• Action
  List sheet rows

  Convenience read: returns the rows of a sheet (the full sheet object with rows and columns).

• Action
  List sheets

  List all sheets the user has access to.

• Action
  Lists sent update requests

  Lists sent update requests

• Action
  List update requests

  List update requests

• Action
  List workspace children

  List workspace children

• Action
  List workspaces

  List all workspaces the user has access to.

• Action
  Move folder

  Move folder

• Action
  Move rows to another sheet

  Move rows to another sheet

• Action
  Move sheet

  Move sheet

• Action
  Search

  Search across all sheets the user can access for the given text.

• Action
  Search sheet

  Search a specific sheet for the given text.

• Action
  Send report via email

  Send report via email

• Action
  Send rows via email

  Send rows via email

• Action
  Send sheet via email

  Send sheet via email

• Action
  Sort rows in sheet

  Sort rows in sheet

• Action
  Update an update request

  Update an update request

• Action
  Update column

  Update column

• Action
  Update folder

  Update folder

• Action
  Update proof status

  Update proof status

• Action
  Update rows

  Update one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.

• Action
  Update sheet

  Update sheet

• Action
  Update summary fields

  Update summary fields

• Action
  Update workspace

  Update workspace

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