Connect Canopy Connect and timelink

Both apps 48Canopy Connect 21timelink 27

• 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
  Deleted Time Entry

  Triggers when a time entry is deleted.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated.

• Action
  Create Client

  Creates a new client in timelink.

• Action
  Create Project

  Creates a new project in timelink, optionally assigned to a client.

• Action
  Create Service

  Creates a new service (a type of work you track time against) in timelink.

• Action
  Create Time Entry

  Creates a time entry for a user in timelink, optionally linked to a client, project and service.

• Action
  Delete client

  Deletes a client in timelink.

• Action
  Delete project

  Deletes a project in timelink.

• Action
  Delete service

  Deletes a service in timelink.

• Action
  Delete time entry

  Deletes a time entry from timelink.

• Action
  Find Client

  Finds clients whose details match the search text, optionally filtered by active status or ids.

• Action
  Find Project

  Searches projects by name or other text and returns the matching projects, optionally narrowed to one client or to active/inactive projects.

• Action
  Find Service

  Searches your timelink services by text, for example part of the service name, and returns the matching services.

• Action
  Find Time Entry

  Searches time entries by text and optional filters such as date range, client, project, service, user and billing status, returning the matching entries.

• Action
  Get client

  Returns a single client by its ID.

• Action
  Get project

  Returns a single timelink project by its ID, including its client, color, acronym and active/billable flags.

• Action
  Get service

  Returns a single service (activity type) by its ID, including name, color, acronym and billable/active status.

• Action
  Get time entry

  Returns a single time entry by its ID, including its client, project, service, description, billing flags and start/end times.

• Action
  Get user

  Returns a single timelink user by ID, including name, email, active status, timezone and language.

• Action
  List clients

  Returns the clients in your timelink account, optionally filtered by search text or active status.

• Action
  List services

  Returns the services (billable activities) in your timelink account, optionally filtered by text, active status or specific ids.

• Action
  List users

  Returns the users in your timelink company, optionally filtered by search text, active status or specific user ids.

• Action
  Update Client

  Updates an existing client in timelink. Only the fields you fill in are changed.

• Action
  Update Project

  Updates an existing project's name, client, color, billing and other details. Only the fields you fill in are changed.

• Action
  Update Service

  Updates an existing service in timelink, such as its name, color, billable or active status.

• Action
  Update Time Entry

  Updates an existing time entry in timelink, changing only the details you fill in, such as its times, description, client, project or service.

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