Connect Canopy Connect to Temsor

Both apps 32Canopy Connect 21Temsor 11

• 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).

• Action
  Close promise

  Marks an open call promise as kept or broken, with an optional short note, and returns the updated promise.

• Action
  Find calls by query

  Searches the call archive and returns the calls, call promises and extracted facts that match a text query, optionally narrowed by promise status, extension, competitor, date range or the extension a promise got stuck at.

• Action
  Get call

  Returns one call by its id, including its transfer path, handoff graph and count of open promises.

• Action
  List calls

  Returns the most recent calls in your Temsor call archive, with each call's direction, trunk, summary, transfer path and open promise count.

• Action
  List persons

  Returns the people seen in your call history — callers with their phones and names, and extensions seen on transfers — optionally filtered by call, kind or search text.

• Action
  List promises

  Returns the call promises tracked for agent handoff, filtered by status (open by default), each with its caller, promise text, transfer path and where it got stuck.

• Action
  Redact text

  Erases a caller's personal data from the Temsor call index — a promise, call, person, fact or utterance by id, or everything linked to a caller's phone number — by anonymizing or deleting it, and records an audit entry.

• Action
  Validate IBAN

  Validates an IBAN from any of 70+ countries, checking its checksum, country length and account structure, and returns the bank and branch codes plus a corrected suggestion when only the check digits are wrong.

• Action
  Validate phone number

  Validates a phone number and returns it in standard international (E.164) and national form, with its country and line type.

• Action
  Validate Turkish ID

  Validates a Turkish identifier — national ID (TCKN), tax number (VKN), IBAN, licence plate, IMEI, barcode, KEP address, MERSİS number, postal code or ISBN — detecting the type automatically when you don't specify it, and returns whether it is valid plus resolved details.

• Action
  Verify email

  Checks an email address: its syntax, whether the domain can receive mail, whether it is disposable or a role account, and suggests a correction for common domain typos.

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