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How Zapier works
Zapier makes it easy to integrate Canopy Connect with Sub-Zap by Zapier - no code necessary. See how you can get setup in minutes.
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 "Call a Sub-Zap" in Sub-Zap by Zapier.
You’re connected!
Zapier seamlessly connects Canopy Connect and Sub-Zap by Zapier, 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.
Try ItTriggerInstant - Select Your AccountRequired
- Select Your Sub-ZapRequired
- Parent_zap_directions
- Zap_path_run_id
ActionWrite
- Input / Argument List
- Zap_id
Try ItTriggerInstant- Output / Return Values
- Zap_path_run_id
- Zap_run_id
ActionWrite
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