Connect Canopy Connect and Yay! Forms

Both apps 34Canopy Connect 21Yay! Forms 13

• 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 Response

  Triggers when a new response is submitted.

• Action
  Create Field

  Adds a new question field to a Yay! Forms form and returns the created field.

• Action
  Create Form

  Creates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.

• Action
  Delete Field

  Deletes one question field from a Yay! Forms form.

• Action
  Delete Form

  Deletes a Yay! Forms form along with its fields and responses.

• Action
  Get Form

  Returns one Yay! Forms form with its settings, theme, status and response counts.

• Action
  Get Form Stats

  Returns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.

• Action
  List Fields

  Returns every question field on a Yay! Forms form, in the order they appear.

• Action
  List Forms

  Returns the forms in a Yay! Forms workspace, one page at a time.

• Action
  List Responses

  Returns the responses submitted to a Yay! Forms form, one page at a time.

• Action
  List Workspaces

  Returns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.

• Action
  Update Field

  Updates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.

• Action
  Update Form

  Updates a Yay! Forms form's details and settings. Anything you leave blank keeps its current value.

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