Connect Canopy Connect and Turis

Both apps 39Canopy Connect 21Turis 18

• 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 Buyer

  Triggers when a new buyer is added.

• Trigger
  New Order

  Triggers when a new order is placed.

• Trigger
  New Product

  Triggers when a new product is added.

• Trigger
  New Retailer

  Triggers when a new retailer company is added.

• Trigger
  Updated Buyer

  Triggers when a buyer is added or changed.

• Trigger
  Updated Order

  Triggers when an order is updated.

• Trigger
  Updated Product

  Triggers when a product is added or changed.

• Trigger
  Updated Retailer

  Triggers when a retailer company is added or changed.

• Trigger
  Updated Stock Levels

  Triggers when a product's stock levels change.

• Action
  Add Product Images

  Uploads an image file and adds it to a product's image list.

• Action
  Create Product

  Creates a product in the Turis catalogue.

• Action
  Find Order

  Finds orders by their external reference.

• Action
  Get Product

  Returns one product by its Turis ID.

• Action
  Get Product Stock Levels

  Returns the stock levels of one product at every warehouse location.

• Action
  Update Order

  Updates an order's status, references, tracking link or comment.

• Action
  Update Product

  Updates an existing product in the Turis catalogue.

• Action
  Update Product Images

  Replaces a product's images with the given list of image IDs.

• Action
  Update Stock Levels

  Sets the on-hand stock of a product at a warehouse location.

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