Connect Canopy Connect and WebinarKit

Both apps 32Canopy Connect 21WebinarKit 11

• 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 Webinar

  Triggers when a new webinar appears in your WebinarKit account.

• Action
  Add Webinar Registrant

  Registers someone for a webinar session and returns their thank-you page link and session date.

• Action
  Assign Webinar to Subaccount

  Shares one of your webinars with a white-label subaccount; both accounts then see the same webinar.

• Action
  Clone Webinar to Subaccount

  Copies one of your webinars into a white-label subaccount as its own independent webinar, and returns the new webinar's ID.

• Action
  Delete Subaccount

  Deletes a white-label subaccount you own, by email.

• Action
  Get Subaccount

  Returns a white-label subaccount you own, by email: its name, role, and the webinars and meetings it can access.

• Action
  List Meetings

  Returns the meetings in your WebinarKit account (or a subaccount's), with each meeting's ID and name.

• Action
  List Series

  Returns the webinar series in your WebinarKit account (or a subaccount's), each with the IDs of its webinars.

• Action
  List Webinar Dates

  Returns a webinar's session dates — specific sessions, recurring sessions, and the instant and just-in-time options — for use when registering someone.

• Action
  List Webinars

  Returns the webinars in your WebinarKit account (or a subaccount's), with each webinar's ID, name, type and series.

• Action
  Remove Webinar from Subaccount

  Removes a shared webinar from a white-label subaccount's webinar list.

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