Connect Canopy Connect and SMS Everyone

Both apps 40Canopy Connect 21SMS Everyone 19

• 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 SMS Reply

  Triggers when someone replies to one of your SMS messages, with the sender's number, the text and when it arrived.

• Action
  Add Numbers to Contact List

  Adds mobile numbers to an existing stored contact list.

• Action
  Add Opt-Outs

  Adds mobile numbers to the account's opt-out list so they receive no further SMS.

• Action
  Create Contact List

  Creates a stored contact list with the given mobile numbers and returns its list ID.

• Action
  Delete Contact List

  Deletes a stored contact list.

• Action
  Delete Scheduled Campaign

  Cancels a scheduled SMS campaign (up to 5 minutes before its send time).

• Action
  Get Account Settings

  Returns the account's user ID, remaining SMS credit balance, and whether it can send unicode and international messages.

• Action
  Get Campaign Status

  Returns whether an SMS campaign is scheduled, running, paused or deleted.

• Action
  Get Contact List

  Returns the name and mobile numbers of one stored contact list.

• Action
  Get Delivery Status

  Returns delivery receipts for the mobile numbers in an SMS campaign, or for one number in it.

• Action
  List Contact Lists

  Returns every stored contact list on the account with its ID, name and number count.

• Action
  List Opt-Outs

  Returns every opted-out mobile number on the account, with when and why it was added.

• Action
  Pause Campaign

  Pauses a scheduled SMS campaign before or while it sends.

• Action
  Remove Numbers from Contact List

  Removes mobile numbers from a stored contact list.

• Action
  Remove Opt-Out

  Opts mobile numbers back in by removing them from the account's opt-out list.

• Action
  Send SMS

  Sends an SMS now or at a scheduled time to one or more mobile numbers. Returns the campaign ID and the credits used.

• Action
  Send SMS to Contact List

  Sends an SMS, now or scheduled, to everyone in one or more stored contact lists. Returns the campaign ID and the credits used.

• Action
  Unpause Campaign

  Resumes a paused SMS campaign; a campaign whose send time has passed sends its unsent messages immediately.

• Action
  Update Scheduled Campaign

  Changes the message text, sender or send time of a scheduled SMS campaign.

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