Connect Canopy Connect and Squarespace Commerce

Both apps 36Canopy Connect 21Squarespace Commerce 15

• 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 Profile

  Triggers when a new customer, subscriber or donor profile is added to the Squarespace site.

• Trigger
  New Transaction

  Triggers when a new payment transaction document (for an order or a donation) appears in your Squarespace store.

• Action
  Create Contact

  Creates a new contact on your Squarespace site with a name, locale and primary email, optionally opting them in to marketing emails.

• Action
  Delete product

  Deletes a product, along with its variants and images, from the Squarespace store.

• Action
  Fulfill order

  Marks a Squarespace Commerce order as fulfilled, optionally adding shipment tracking details and emailing the customer a shipping notification.

• Action
  Get contact

  Returns a single contact from your Squarespace site, including name, locale, primary email with marketing status, and default shipping address.

• Action
  Get order

  Returns a single Squarespace Commerce order by its id, including line items, totals, addresses, payment state and fulfillment status.

• Action
  Get product

  Returns a store product by its id, including its variants, pricing, stock, images and SEO details.

• Action
  List contacts

  Returns all contacts for the Squarespace website, including names, locale, primary email with marketing status and default shipping address.

• Action
  List discounts

  Returns the discounts and promo codes configured for the Squarespace store, optionally filtered by status, type or a search term.

• Action
  List inventory

  Returns the current stock level of every product variant in the store, including its SKU, description, quantity and whether stock is unlimited.

• Action
  List orders

  Returns the store's orders, most recently modified first, optionally narrowed to one customer, a modification date range, a fulfillment status or payment states.

• Action
  List products

  Returns the products in your Squarespace store, optionally narrowed by product type, a search term, or a last-modified date range.

• Action
  List transactions

  Returns the financial transactions for your store's orders and donations, grouped per order or donation, optionally filtered by modification date or order.

• Action
  Update inventory

  Adjusts stock quantities for product variants: add or subtract stock, set an exact quantity, or mark variants as having unlimited stock.

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