Connect Canopy Connect and US Global Mail

Both apps 40Canopy Connect 21US Global Mail 19

• 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 Mail

  Triggers when a new mail item arrives in your US Global Mail mailbox.

• Action
  Add address

  Adds a new shipping or check-deposit address to your US Global Mail account.

• Action
  Add folder

  Creates a new mail folder with a name and an optional color.

• Action
  Add scan request

  Requests a scan of a mail item, or has it opened and its contents scanned. This is a billable action on the US Global Mail account.

• Action
  Archive mail item

  Moves a mail item out of the active inbox into the archive and returns the updated mail item.

• Action
  Cancel scan request

  Cancels a scan request that is still in process and returns the updated scan.

• Action
  Delete folder

  Deletes a folder. Mail in the folder is not deleted; it simply becomes unfiled.

• Action
  Discard mail item

  Asks the mailroom to discard a physical mail item. It can be undone with Undiscard within 7 days; after that the item is permanently shredded.

• Action
  Get account

  Returns your US Global Mail account profile, including name, email, phone number, status and mailbox (PMB) number.

• Action
  Get mail item

  Returns full detail for one mail item in your US Global Mail mailbox, including its status, sender, dimensions, weight, scan and folder.

• Action
  Get scan

  Returns one scan request, including its status, type and AI-generated label.

• Action
  Get shipment

  Returns the details of one shipment, including its status, tracking number, destination and packed mail items.

• Action
  List addresses

  Returns the shipping and deposit addresses on your US Global Mail account, optionally filtered by type.

• Action
  List folders

  Returns all of your US Global Mail folders, with each folder's name and color.

• Action
  List mail items

  Returns the mail items in your mailbox, with optional filters for status, type, folder, scan state, arrival period, read state and search text.

• Action
  List scans

  Returns your scan and open-and-scan requests, optionally filtered by status, type, mail item, search text or scan date.

• Action
  List shipments

  Returns your shipment requests (shipments, returns to sender, check deposits and pickups), optionally filtered by type and status.

• Action
  Update folder

  Renames a mail folder or changes its color.

• Action
  Update mail item

  Marks a mail item as read or unread and/or moves it into a folder, and returns the updated mail item.

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