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.
- 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!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.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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New Inbound Email
Triggers when an email is forwarded to your own custom
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