Connect Canopy Connect and Trint

Both apps 31Canopy Connect 21Trint 10

• 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 Folder

  Triggers when a new folder is created in Trint, optionally only within one workspace or shared drive.

• Trigger
  New Transcript

  Triggers when a transcript finishes transcribing in Trint.

• Trigger
  New Trint as CSV File

  Triggers when a Trint transcript finishes transcribing, and returns a download link for the full transcript exported as a CSV file.

• Action
  Add folder

  Creates a new Trint folder, optionally nested inside an existing folder or placed in a specific workspace or shared drive.

• Action
  Export transcript

  Exports a finished Trint transcript in the chosen format (Word, text, HTML, JSON, XML, CSV, captions or editing timelines) and returns its title and a download link.

• Action
  Get folder

  Returns a single Trint folder by its id, including its name and parent folder.

• Action
  Get transcript

  Returns the details of a single Trint file (transcript, caption or story) by its ID, including title, language, duration and excerpt.

• Action
  List folders

  Returns every Trint folder available to you, optionally limited to one workspace or shared drive.

• Action
  List transcripts

  Returns the transcripts, captions and stories in your Trint account, or in a Shared Drive or folder. Returns up to 1000 files.

• Action
  Upload File

  Uploads an audio or video file to Trint and starts transcribing it. Returns the id of the new transcript.

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