Canopy Connect + Email by Zapier

Send outbound emails in Email by Zapier when pulls are completed in Canopy Connect

Stay on top of your communications, promoting efficiency and organization in your workflow. When a pull is completed in Canopy Connect, this workflow will promptly send an outbound email via Email by Zapier. This ensures you never miss an update, effectively bridging the gap between Canopy Connect's data pulls and your email outreach.

Stay on top of your communications, promoting efficiency and organization in your workflow. When a pull is completed in Canopy Connect, this workflow will promptly send an outbound email via Email by Zapier. This ensures you never miss an update, effectively bridging the gap between Canopy Connect's data pulls and your email outreach.

  1. When this happens...
    Canopy ConnectCanopy Connect
    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.

    TriggerInstant
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.

    ActionWrite
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Supported triggers and actions

  • Email by Zapier triggers, actions, and search

    New Inbound Email

    Triggers when an email is forwarded to your own custom

    Trigger
    Instant
    Try It
    • Zap Id

    • Free Test Limitation

    • ToRequired

    • SubjectRequired

    • Body (HTML or Plain)Required

    • Attachment

    • From Name

    • Reply To

    • Cc

    • Bcc

    • Force Linebreaks?

    • Enable read receipts?

    Action
    Write
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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 more

Related categories

  • Website & App Building
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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Learn more

Related categories

  • Email
  • Zapier