Connect Canopy Connect and Voiceform

Both apps 41Canopy Connect 21Voiceform 20

• 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
  Form Submission

  Triggers when a respondent submits a new response to a Voiceform survey.

• Action
  Create Folder

  Creates a folder in a team.

• Action
  Create Question

  Adds a question to a survey.

• Action
  Create Survey

  Creates a survey in a team.

• Action
  Delete Question

  Deletes a survey question.

• Action
  Delete Survey Result

  Deletes one survey response.

• Action
  Get Question

  Returns one survey question.

• Action
  Get Survey

  Returns one survey in a team.

• Action
  Get Survey Result

  Returns one survey response with its answers.

• Action
  List Folders

  Returns the folders in a team.

• Action
  List Question Answers

  Returns the answers given to one question.

• Action
  List Questions

  Returns the questions in a survey.

• Action
  List Survey Results

  Returns the responses submitted to a survey.

• Action
  List Surveys

  Returns the surveys in a team.

• Action
  List Team Memberships

  Returns the teams the token's user belongs to, with each team ID.

• Action
  Publish Survey

  Publishes a survey and returns its public link.

• Action
  Unpublish Survey

  Unpublishes a survey.

• Action
  Update Folder

  Renames or recolors a folder.

• Action
  Update Question

  Updates a survey question's text.

• Action
  Update Survey

  Updates a survey's name, title or folder.

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