AgencyBloc and Salesflare
How to connect AgencyBloc
- Via Zapier — 19 operations available. Set it up ↗
About AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
AgencyBloc operations on Zapier
Triggers (8)
Start a workflow when this happens
- Activity Created — Triggers when an Activity is created in AgencyBloc.
- Activity Updated — Triggers when an Activity is updated in AgencyBloc.
- Group Created — Triggers when a Group is created in AgencyBloc.
- Group Updated — Triggers when a Group is updated in AgencyBloc.
- Individual Created — Triggers when an Individual is created in AgencyBloc.
Show 3 more triggers
- Individual Updated — Triggers when an Individual is updated in AgencyBloc.
- Policy Created — Triggers when a Policy is created in AgencyBloc.
- Policy Updated — Triggers when a Policy is updated in AgencyBloc.
Actions (4)
Things Salesflare can make it do
- Create Activity — Creates an Activity in AgencyBloc.
- Create Group — Creates a Group in AgencyBloc.
- Create Individual — Creates an Individual in AgencyBloc.
- Create Policy — Creates a Policy in AgencyBloc.
Searches (7)
Look up existing records
- Get Activity by ID — Find and include Activity information by Activity ID.
- Get Group by ID — Find and include Group information by Group ID.
- Get Individual by Date of Birth and Name — Finds An Individual By Date Of Birth And Name
- Get Individual by Email and Name — Finds An Individual By Email And Name
- Get Individual by ID — Find and include Individual information by Individual ID.
Show 2 more searches
- Get Individual by Phone Number and Name — Finds An Individual by Phone Number and Name
- Get Policy by ID — Find and include Policy information by Policy ID.
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