Question

How do I automate data transfer from Canopy Connect to Risk Advisor using Zapier?

  • 12 April 2024
  • 4 replies
  • 21 views

How do I connect “Canopy Connect” to “Risk Advisior”. I am an insurance agent and Canopy Connect makes its easier for us to collect customer insurance documents. Risk Advisior allows us to quote through several different at once. I am trying to have each customer use Canopy Connect then automatically have all of their information Zapped to Risk Advisor to automatically quote. Any suggestions on how I can do this? First time zapier user :)


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4 replies

@Troy Tessalone 

Userlevel 7
Badge +14

@KennethMT198 

To help us have more context, post screenshots with how your Zap steps are outlined and configured.

Check the screenshots.

 

 

 

 

This is what I currently have. Canopy Connect and RiskAvisor are correctly logged in. Again I am new at Zaping so I’m probably missing something easy here. What do I need to do to get this accomplished?

Userlevel 7
Badge +14

@KennethMT198 

Help articles for configuring Zap action steps: https://zapier.com/help/create/basics/set-up-your-zap-action