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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

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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 "Fetch Document From URL" in Docparser.

You’re connected!

Zapier seamlessly connects Canopy Connect and Docparser, 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
- Document Parser
  Required
Trigger
Instant
Try It
- Document Parser
  Required
- File to Upload
  Required
- Remote ID
- File Name
Action
Write

- Document Parser
  Required
Trigger
Instant
Try It
- Document Parser
  Required
- Publicly Accessible Url
  Required
- Your Document ID
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect Canopy Connect and Docparser 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.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

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

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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.

Learn moreLearn moreHelpHelp

Related categories

Website & App Building

About Docparser

Docparser converts your PDF documents into structured and easy-to-handle data. With Docparser you can pull out specific data fields (e.g. Purchase Order Number, Date, Shipping Address, ...) and tabular data from your documents.

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Related categories

Documents

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