Connect Canopy Connect and Uscreen

Both apps 60Canopy Connect 21Uscreen 39

• 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 Invoice

  Triggers when a new invoice is created in your Uscreen storefront.

• Trigger
  New User

  Triggers when a new customer is added to your Uscreen storefront.

• Trigger
  New Video View

  Triggers when a customer views a video in your Uscreen storefront.

• Trigger
  User Updated

  Triggers when a customer in your Uscreen storefront is added or updated.

• Action
  Add Group Member

  Adds a person to a team group as a member or manager.

• Action
  Assign User Access

  Grants a customer access to a bundle, rental or subscription offer.

• Action
  Cancel Customer Subscription

  Cancels the customer's active subscription.

• Action
  Create Customer Subscription

  Starts a subscription for a customer.

• Action
  Create Group

  Creates a team group on a subscription plan.

• Action
  Create User

  Creates a new customer in your Uscreen storefront and, unless skipped, sends them an invite email.

• Action
  Delete Group

  Deletes a team group.

• Action
  Generate Sign-On Link

  Generates a single sign-on link that logs the customer into your storefront.

• Action
  Get Content

  Returns one video, collection or live event.

• Action
  Get Customer

  Returns one customer by ID or email.

• Action
  Get Customer Access

  Returns one access record for a customer.

• Action
  Get Customer Subscription

  Returns the customer's active subscription.

• Action
  Get Invoice

  Returns one invoice by ID.

• Action
  Get Offer

  Returns one offer by ID.

• Action
  Get Playlist Item

  Returns one playlist item of a collection.

• Action
  Get Total Watch Time

  Returns total watch time for a customer or content in a date range.

• Action
  Get Video

  Returns one uploaded video by ID.

• Action
  Get Video Views

  Returns video view records for a customer or content in a date range.

• Action
  Get Video Views Summary

  Returns view counts and watch time per customer and video in a date range.

• Action
  List Contents

  Returns a page of videos, collections and live events.

• Action
  List Customer Accesses

  Returns the bundles and subscriptions a customer has access to.

• Action
  List Customers

  Returns a page of customers, optionally filtered by a date range.

• Action
  List Email Topics

  Returns your storefront's email topics.

• Action
  List Group Members

  Returns the members of a team group.

• Action
  List Groups

  Returns a page of team groups.

• Action
  List Invoices

  Returns a page of invoices, optionally filtered by date range.

• Action
  List Offers

  Returns your subscription, bundle and rental offers.

• Action
  List Playlist Items

  Returns the playlist items and files of a collection.

• Action
  List Videos

  Returns a page of uploaded videos.

• Action
  Publish Content

  Publishes a video, collection or live event.

• Action
  Remove Group Member

  Removes a person from a team group.

• Action
  Revoke Customer Access

  Revokes a customer's access to a bundle or subscription.

• Action
  Schedule Content

  Schedules a video or collection for future publication.

• Action
  Unpublish Content

  Unpublishes a video, collection or live event.

• Action
  Update Customer

  Updates a customer's name, email, password, custom fields or tags.

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