Pull ID is the unique identifier for a Pull. Your webhook will receive notifications when a prospect's insurance information is ready to review. We send a pull_id in the webhook, and you can retrieve the Pull's information by its pull_id.

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

Canopy Connect

Log in to Cyfe and configure a new Push API widget on your dashboard. On the widget configuration screen you will find an API endpoint for that particular widget. Copy/paste that endpoint below (e.g. "https<nolink />://app.cyfe.com/api/push/45ed0a904").
<div><i>Tip: Be sure to click the "Save Widget" button to activate the widget in Cyfe.</i></div>

Enter the name of your metric (e.g. "Emails", "Leads", or "Sales").

Enter or select the value you want to add to your Cyfe widget when this Zap is triggered. For example, if you're looking to track new emails received in Gmail over time then you would enter "1" below. On the other hand if you're looking to track the amount of sales generated in Quickbooks over time then you would select the Quickbooks "Amount" field using the "Insert fields" button.
<div><i>Tip: Please reach out to support@cyfe.com if you need help with this.</i></div>

Enter a hexadecimal color code for your metric (e.g. "#2fd75b" or "#ff7e0e").

Select whether this is a numeric metric (e.g. number of leads) or a currency based metric (e.g. amount of sales).

Select whether high values should be perceived as good or bad (e.g. high "sales" are good while high "expenses" are bad).

Cyfe is an all-in-one business dashboard app that helps you easily monitor all your business data from one place (e.g. social media, analytics, marketing, sales, support, infrastructure, etc).

Cyfe

Streamline your data flow from Canopy Connect to Cyfe with this efficient automation. Once set up, each time a pull is completed in Canopy Connect, this workflow will push a value to Cyfe. This way, you have an easy and effective solution for updating your Cyfe dashboard with essential data from Canopy Connect.

Canopy Connect + Cyfe

Push values to Cyfe when pull completed occurs in Canopy Connect

Supported triggers and actions

Pull Completed

Push Value

About Canopy Connect

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About Cyfe

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