Connect Canopy Connect and Website Toolbox Community

Both apps 50Canopy Connect 21Website Toolbox Community 29

• 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 Post

  Triggers when a new post is made in any topic of your Website Toolbox forum.

• Trigger
  New Topic

  Triggers when a new topic is started in your Website Toolbox forum.

• Trigger
  New User

  Triggers when a new user registers on your Website Toolbox community forum.

• Trigger
  Post Approved

  Triggers when a forum post is approved and visible on the community (posts still awaiting moderation are skipped until they are approved).

• Trigger
  Post Updated

  Triggers when an existing forum post is edited.

• Trigger
  Topic Updated

  Triggers when a forum topic is changed, such as its title, category, tags, pinned or locked state, or its opening post being edited.

• Trigger
  User Email Verified

  Triggers when a forum member verifies their email address and leaves the Pending Email Verification user group.

• Trigger
  User Updated

  Triggers when a forum user's profile details change, such as their name, email, title, user groups or profile fields.

• Action
  Add to User Group

  Adds one or more community members to a user group, identified by their user IDs, usernames or email addresses.

• Action
  Create Category

  Creates a new category in your Website Toolbox forum.

• Action
  Create Topic

  Creates a new topic (discussion thread) in your Website Toolbox forum, with its first post written by the member you name.

• Action
  Create User

  Creates a new member account on your Website Toolbox forum.

• Action
  Delete Category

  Deletes a forum category from your Website Toolbox community.

• Action
  Delete Post

  Deletes a post (reply) from your Website Toolbox forum.

• Action
  Delete Topic

  Deletes a forum topic, along with its posts, from your Website Toolbox community.

• Action
  Delete User

  Deletes a member from your Website Toolbox forum.

• Action
  Find topics by search term

  Returns the forum topics whose title contains the search term you enter.

• Action
  Get category

  Returns a forum category, including its title, description, parent category, privacy and lock settings, and topic and reply counts.

• Action
  Get post

  Returns a single forum post by its id, including its message, subject, topic, category and author.

• Action
  Get topic

  Returns a single forum topic by its id, including its subject, category, post and view counts, and whether it is pinned or locked.

• Action
  Get user

  Returns a single forum member's profile from your Website Toolbox community, looked up by user id.

• Action
  List categories

  Returns every category in your Website Toolbox forum, with each category's id, title and settings.

• Action
  List posts

  Returns the posts in your Website Toolbox forum, newest pages fetched until every post is collected.

• Action
  List topics

  Returns the topics (discussion threads) in your Website Toolbox forum.

• Action
  List users

  Returns the users registered on your Website Toolbox forum.

• Action
  Update category

  Updates an existing forum category's title, description, heading, link, parent and visibility settings. Only the fields you fill in are changed.

• Action
  Update Post

  Updates the text of an existing post in your Website Toolbox forum and returns the updated post.

• Action
  Update Topic

  Changes an existing forum topic's title or moves it to a different category. Anything left blank stays as it is.

• Action
  Update User

  Updates a community member's username, email address or password. Fields left blank are not changed.

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