Canopy Connect + Zapier Tables
Create new records in Zapier Tables when pulls are completed in Canopy Connect
Initiate a simplified, efficient workflow with this automation that responds promptly to completed pulls in the Canopy Connect app by directly creating a record in your designated Zapier Tables. Streamline your data management process, saving you valuable time and effort while ensuring a responsive, seamless process following every completion in Canopy Connect.
Initiate a simplified, efficient workflow with this automation that responds promptly to completed pulls in the Canopy Connect app by directly creating a record in your designated Zapier Tables. Streamline your data management process, saving you valuable time and effort while ensuring a responsive, seamless process following every completion in Canopy Connect.
- When this happens...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.
- automatically do this!Create Record
Creates a new record on a table.
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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 ItTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try It