Canopy Connect + Glip

Create new Glip posts when pull completed occurs in Canopy Connect

When a pull is completed in Canopy Connect, efficiently boost your team's collaboration with this automation. It results in creating a post in Glip, keeping your team informed and maintaining seamless workflow continuity. Ideal for businesses wanting to bridge the communication gap between different platforms, it ensures you never miss a completed task update.

When a pull is completed in Canopy Connect, efficiently boost your team's collaboration with this automation. It results in creating a post in Glip, keeping your team informed and maintaining seamless workflow continuity. Ideal for businesses wanting to bridge the communication gap between different platforms, it ensures you never miss a completed task update.

  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!
    GlipGlip
    Create Post

    Creates a new post on Glip

    ActionWrite
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Supported triggers and actions

    • Activity Line

    • Subject

    • Body

    • Icon

    Action
    Write
canopy-connect logo
canopy-connect logo

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
glip logo
glip logo

About Glip

Real-time messaging with integrated task management, video conferencing, shared calendars and more.

Related categories

  • Team Chat

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