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How Zapier works

Zapier makes it easy to integrate Canopy Connect with Cloudinary - no code necessary. See how you can get setup in minutes.

Select a trigger from Canopy Connect

A trigger is an event that starts your Zap and runs the workflow. For example, with Canopy Connect, a trigger could be "Pull Completed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Cloudinary

An action is what takes place after the automation is triggered. For example, with Cloudinary, the action could be "Transform Resource."

An action is the event that your automated workflow performs when triggered.

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With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

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

Make work flow with AI

Level up your Canopy Connect to Cloudinary integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Canopy Connect and Cloudinary 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.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

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
- Resource Type
  Required
- Tag
  Required
Trigger
Polling
Try It
- File or URL
  Required
- Resource Type
  Required
- Type
- Public ID
  Required
- Folder
- Tags
Action
Write
Create Usage Report
Creates a report on the status of your Cloudinary account usage details, including storage, bandwidth, requests, number of resources, and add-on usage.
Action
Write

- Type
- Tags
- Context
- Moderations
- Resource Type
  Required
Trigger
Polling
Try It
- Public ID
  Required
- Resource Type
  Required
- Type
- Extension
- Image Transformation Instruction
Action
Write
- File or URL
  Required
- Resource Type
  Required
- Type
- Public ID
  Required
- Folder
- Tags
- Invalidate
- Image Metadata
- Faces
- Colors
- pHash
- Backup
- Moderation
- Upload Preset
Action
Write

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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About Cloudinary

Cloudinary makes it easy to upload, store, manage, manipulate and deliver images and videos efficiently and effectively.

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