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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Pull Completed" from Canopy Connect.

Add your action

An action happens after the trigger—such as "Create Home Quote" in Ask Fetch.

You’re connected!

Zapier seamlessly connects Canopy Connect and Ask Fetch, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
Trigger
Instant
Try It
- Quote ID
  Required
Action
Search

- First Name
  Required
- Last Name
  Required
- Insured Email
  Required
- Insured Date of Birth
  Required
- Insured Phone Number
  Required
- Phone Type
- Ownership
- Effective Date
  Required
- Occupancy
  Required
- Dwelling_a
  Required
- Roof Year
  Required
- Roof Option
- Roof Shape
- Square Feet
  Required
- Year Built
  Required
- Protection Class
- Construction Type Options
- Dwelling Type
  Required
- Usage
- House Number
  Required
- Street
  Required
- City
  Required
- County
  Required
- State
  Required
- Zip Code
  Required
Action
Write
- Rate ID
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Canopy Connect and Ask Fetch to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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Learn about AI automation

About Canopy Connect

Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.

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Related categories

Website & App Building

About Ask Fetch

Ask Fetch is an AI quoting platform that helps you generate and manage quotes across personal lines business.

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