Connect Canopy Connect and RiskAdvisor to power AI-driven automation

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Choose a Trigger

Choose an Action

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Start with a template that brings Canopy Connect and RiskAdvisor together. Build enterprise-grade automation in minutes.

Our most popular template

Create risk profiles in RiskAdvisor when pulls are completed in Canopy Connect
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Canopy Connect + RiskAdvisor

Create risk profiles in RiskAdvisor when pulls are completed in Canopy Connect

Details

Try it

Canopy Connect + RiskAdvisor

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

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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 Client" in RiskAdvisor.

You’re connected!

Zapier seamlessly connects Canopy Connect and RiskAdvisor, 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
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Updated Client
Triggers when a client was updated in RiskAdvisor.
Trigger
Polling
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QuoteForm Submitted
Triggers when a QuoteForm is submitted.
Trigger
Polling
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- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Date of birth
- Phone Number
  Required
- Email
  Required
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Write
- Risk Profile ID
  Required
- Notes
Action
Write

- Risk Profile ID
  Required
- Driver ID
- VIN
- Year
- Make
- Model
- Purchased At
- Garaged State
- Annual Miles
- Miles One Way
- How do you use this vehicle
- Comprehensive Deductible
- Collision Deductible
- Towing & Labor Coverage
- Rental Expense
Action
Write
- Client Email
  Required
Action
Search

- Email
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Date of birth
- Phone Number
  Required
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Search or write

New Client
Triggers when a client is created in RiskAdvisor.
Trigger
Polling
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New Policy
Triggers when a policy is created in RiskAdvisor.
Trigger
Polling
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- Team
Trigger
Polling
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- Risk Profile ID
  Required
- First Name
- Middle Name
- Last Name
- Date of birth
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- License Status
- Licensed State
- License Number
- Licensed Age
- Rated
- SR22 Required
- Discounts
Action
Write
- Client
  Required
- Co Client
- Insurance Type
  Required
- Type of Business
Action
Write
- Email
  Required
Action
Search
- Client Email
  Required
- Risk Profile Status
  Required
Action
Search
- Client Email
  Required
- Risk Profile Status
  Required
- Client
  Required
- Co Client
- Insurance Type
  Required
- Type of Business
Action
Search or write

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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 RiskAdvisor 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

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.

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.

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.

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.

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.

Make work flow with AI

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

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 RiskAdvisor

RiskAdvisor helps agents connect their clients with the right insurance

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Related categories

CRM (Customer Relationship Management)

Connect Canopy Connect and RiskAdvisor to power AI-driven automation

Launch your first automated workflow

Create risk profiles in RiskAdvisor when pulls are completed in Canopy Connect

Create risk profiles in RiskAdvisor when pulls are completed in Canopy Connect

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Canopy Connect and RiskAdvisor to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Make work flow with AI

Connect Canopy Connect to RiskAdvisor on the world's largest no-code automation platform