Connect Ricochet - Speed to Contact to Canopy Connect and automate any workflow
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Connect Ricochet - Speed to Contact and Canopy Connect to unlock the power of automation
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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.
- Lead Status Changes
Triggers when a lead status changes.
Try It - Vendor NameRequired
- First Name
- Last Name
- Phone Number
- State
- Status
- Company Name
- Email
- 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 It
- New Lead
Triggers when a new lead created.
Try It - Lead IDRequired
- TitleRequired
- PriorityRequired
- Appointment Type ID
- Address
- Description
- RemindRequired
- Add to CalendarRequired
- Invitees