Integration
Connect Canopy Connect and Vryno
When Pull Completed fires in Canopy Connect, your agent runs Create or Update Deal in Vryno, or Create or Update Call Log in Vryno to Create Monitoring in Canopy Connect. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Canopy Connect and Vryno to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Canopy Connect and Vryno can do together
From Canopy Connect to Vryno
When Pull Completed in Canopy Connect
then Create or Update Deal in Vryno
When Pull Completed in Canopy Connect
then Create or Update Invoice in Vryno
From Vryno to Canopy Connect
When Create or Update Call Log in Vryno
then Create Monitoring in Canopy Connect
When Create or Update Case in Vryno
then Create Widget in Canopy Connect
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Canopy Connect and Vryno
Triggers and actions 11 triggers · 48 actions
Trigger
Pull CompletedTriggers 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 MonitoringStarts monitoring a pull's insurance account so its data refreshes on a fixed interval.
Action
Create WidgetCreates a Canopy Connect link (widget) customers use to share their insurance.
Action
Delete WidgetDeletes a Canopy Connect link (widget).
Action
Get CarrierReturns one insurance carrier Canopy Connect supports.
Action
Get MonitoringReturns one monitoring of a connected insurance account.
Action
Get PullReturns one insurance pull with its policies, drivers, vehicles, dwellings and documents.
Action
Get Servicing ActionReturns one servicing action and its status.
Action
Get TeamReturns your Canopy Connect team's details.
Action
Get WidgetReturns one Canopy Connect link (widget).
Action
List CarriersReturns the insurance carriers Canopy Connect can pull policies from.
Action
List MonitoringsReturns your team's monitorings, the ongoing refreshes of connected insurance accounts.
Action
List PullsReturns the insurance pulls (submitted insurance profiles) your team has received, newest first.
Action
List Servicing ActionsReturns your team's servicing actions (policy changes requested on a customer's behalf).
Action
List WidgetsReturns your team's Canopy Connect links (widgets) that customers use to share their insurance.
Action
Look Up Property DataLooks up property details (structure, year built, square footage and more) for an address. Requires a Canopy plan with property data lookups.
Action
Refresh MonitoringRefreshes a monitored insurance account right away, creating a new pull.
Action
Run Policy CheckRuns a policy check on a pull against your team's saved policy check settings and returns the results.
Action
Stop MonitoringStops a monitoring so the insurance account is no longer refreshed.
Action
Update MonitoringChanges a monitoring's refresh interval, next refresh date, stop date or status.
Action
Update WidgetUpdates a Canopy Connect link (widget).
Trigger
Create or Update Call LogTriggers when a call log is created or updated in Vryno.
Trigger
Create or Update CaseTriggers when a case is created or updated in Vryno.
Trigger
Create or Update ContactTriggers when a contact is created or updated in Vryno CRM.
Trigger
Create or Update InvoiceTriggers when an invoice is created or updated in Vryno.
Trigger
Create or Update LeadTriggers when a lead is created or updated in Vryno.
Trigger
Create or Update MeetingTriggers when a meeting is created or updated in Vryno.
Trigger
Create or Update ProjectTriggers when a project is created or updated in Vryno.
Trigger
Create or Update QuoteTriggers when a quote is created or updated in Vryno CRM.
Trigger
Create or Update Sales OrderTriggers when a sales order is created or updated in Vryno.
Trigger
Create or Update TaskTriggers when a task is created or updated in Vryno.
Action
Create or Update CaseCreates a new case in Vryno CRM, or updates an existing case when a case id is supplied. Returns the saved case.
Action
Create or Update DealCreates a new deal in Vryno CRM, or updates an existing deal when a Deal ID is supplied. Returns the saved deal.
Action
Create or Update InvoiceCreates a new invoice in Vryno, or updates an existing one when an invoice ID is supplied.
Action
Create or Update LeadCreates a new lead in Vryno CRM, or updates an existing lead when a Lead ID is supplied. Returns the saved lead.
Action
Create or Update OrganizationCreates a new organization in Vryno CRM, or updates an existing one when an organization ID is supplied. Returns the saved organization.
Action
Create or Update ProductCreates a new product in Vryno CRM, or updates an existing product when a product id is supplied.
Action
Create or Update ProjectCreates a new project in Vryno, or updates an existing project when a project id is supplied. Returns the saved project.
Action
Create or Update QuoteCreates a new quote in Vryno, or updates an existing quote when a quote ID is supplied.
Action
Create or Update Sales OrderCreates a new sales order in Vryno, or updates an existing one when a sales order ID is supplied.
Action
Create or Update TaskCreates a new task in Vryno CRM, or updates an existing task when a task ID is supplied.
Action
Create or Update VendorCreates a new vendor in Vryno CRM, or updates an existing vendor when a vendor ID is supplied, and returns the saved vendor.
Action
Delete contactDeletes a contact in Vryno CRM by its ID and returns Vryno's confirmation message.
Action
Delete leadDeletes a lead from Vryno CRM by its ID and returns Vryno's confirmation.
Action
Find contactsReturns the contacts in Vryno CRM that match the filters you specify, or those in a chosen custom view.
Action
Find dealsReturns the deals that match the conditions you specify, such as a deal name or email.
Action
Find leadsReturns the leads in Vryno CRM that match the conditions you specify, such as a name or email address.
Action
Get CaseReturns one case from Vryno CRM by its id, including any custom fields you ask for.
Action
Get contactReturns one contact from Vryno CRM by its id. An error occurs if the contact is not found.
Action
Get dealReturns one Vryno deal by its id, including any fields your account has added to deals. An error occurs if the deal is not found.
Action
Get InvoiceReturns one invoice from Vryno CRM by its id, including any custom fields you name. An error occurs if the invoice is not found.
Action
Get leadReturns a single lead from Vryno CRM by its id, including any custom fields you name. An error occurs if the lead is not found.
Action
Get OrganizationReturns one organization from Vryno CRM by its id, including any custom fields you ask for. An error occurs if the organization is not found.
Action
Get ProductReturns a single product from Vryno by its id, including any custom fields you ask for. An error occurs if the product is not found.
Action
Get ProjectReturns a project from Vryno by its id, including any custom fields you name. An error occurs if the project is not found.
Action
Get QuoteReturns a single quote from Vryno CRM by its id, including its billing and shipping details, related records and totals.
Action
Get Sales OrderReturns a single sales order from Vryno by its id, including any custom fields you name.
Action
Get TaskReturns a task from Vryno CRM by its id, including its status, assignee, due date and priority. Fails if the task is not found.
Action
Get VendorReturns one vendor from Vryno CRM by its id, including any custom fields you ask for.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Canopy Connect
Canopy Connect to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Canopy Connect to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Canopy Connect to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Canopy Connect to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Canopy Connect to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Canopy Connect to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Vryno
HubSpot to VrynoHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to VrynoSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to VrynoSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to VrynoGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to VrynoGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to VrynoGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Canopy Connect and Vryno, answered
What can start an automation from Canopy Connect?
Any of Canopy Connect's 1 trigger in the catalog, including Pull Completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vryno when something happens in Canopy Connect?
Any of Vryno's 28 actions, including Create or Update Case, Create or Update Deal, Create or Update Invoice and Create or Update Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vryno to Canopy Connect?
Yes. When something happens in Vryno, your agent can act in Canopy Connect too. This page covers both directions: Vryno's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or Vryno?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Canopy Connect and Vryno without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.