Canopy Connect integration with EZLynx
How to Create personal prospects in EZLynx from completed pulls in Canopy Connect
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create personal prospects in EZLynx from completed pulls in Canopy Connect" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Canopy Connect integrations
Canopy Connect actions
Nekton can use any feature that is available in Canopy Connect API.
Using our advanced AI, you can easily create custom automations for Canopy Connect.
Here are some typical actions you can do in your automated workflows.
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.
About Canopy Connect
Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.