Create integrations between AgencyBloc and SalesHive to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Activity Created
Triggers when an Activity is created in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Group Created
Triggers when a Group is created in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Mask SSN Data
- Mask Medicare Beneficiary ID Data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Policy Created
Triggers when a Policy is created in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Activities Description
- Associated With Description
- Associated With - Record TypeRequired
- Associated With - Record IDRequired
- SubjectRequired
- Notes
- Activity Status - Text
- Activity Status - ID
- Activity Type - Text
- Activity Type - ID
- Activity Priority - Text
- Activity Priority - ID
- Activity Method - Text
- Activity Method - ID
- Activity Date
- Due Date
- Due Date - All Day
- Due Date - Start Date & Time
- Due Date - End Date & Time
- Follow-up User - First Name
- Follow-up User - Last Name
- Follow-up User - ID
- Follow-up Team - Name
- Follow-up Team - ID
- Parent Activity ID
- Attach Files From Zapier
- Example Attachment Input
- Attachment Files & URLs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Individuals Description
- First NameRequired
- Last NameRequired
- Middle Name
- Nickname
- Title
- Date of Birth
- Gender
- Social Security Number
- Driver's License Number
- Deceased Date
- Type - Text
- Type - ID
- Status - Text
- Status - ID
- Medicare Beneficiary ID
- Medicare Effective Date Part A
- Medicare Effective Date Part B
- Smoker Status
- Servicing Agent - First name
- Servicing Agent - Last Name
- Servicing Agent - Middle Name
- Servicing Agent - ID
- Additional Agent 1 - First Name
- Additional Agent 1 - Last Name
- Additional Agent 1 - Middle Name
- Additional Agent 1 - ID
- Additional Agent 2 - First Name
- Additional Agent 2 - Last Name
- Additional Agent 2 - Middle Name
- Additional Agent 2 - ID
- Additional Agent 3 - First Name
- Additional Agent 3 - Last Name
- Additional Agent 3 - Middle Name
- Additional Agent 3 - ID
- Home Phone Number
- Home Phone Number Ext.
- Business Phone Number
- Business Phone Number Ext.
- Cell Phone Number
- Cell Phone Number Ext.
- Fax Number
- Fax Number Ext.
- Address Type
- Is Primary Address
- Address Street 1
- Address Street 2
- City
- County
- State/Province
- Zip Code
- Email Address
- Secondary Email Address
- Opt-Out Of Emails
- Lead Date
- Lead Source - Text
- Lead Source - ID
- Other Lead Source
- Lead Agent/Affiliate - First Name
- Lead Agent/Affiliate - Last Name
- Lead Agent/Affiliate - Middle Name
- Lead Agent/Affiliate - ID
- Project Code - Text
- Project Code - ID
- Individual Custom Fields Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Individual IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email AddressRequired
- First NameRequired
- Middle Name
- Last NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Policy IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Status Updated
Triggered when a contact status is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Account Added
Triggers when a new account is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Email Added on Blacklist
Triggers when a new contact added on blacklist.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Meeting Added
Triggers when a new meeting is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Call Made
Triggered when a new call is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Email Receive From Campaign
Triggered when a new email is Receive.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Potential Meeting
Triggered when a new potential meeting is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Removed Contacts
Triggered when a new removed is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - ContactEmail
- Title
- Note
- ApiKey
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Account Name Long
- Email DomainsRequired
- Website
- Account Owner
- Account Category
- Account Status
- Industry
- Address 1
- Address 2
- City
- State
- Country
- Zip
- Reason Unqualified
- Account Type
- Account Client Status
- Is Deleted
- Notes Title
- Note
- CompanyEmployeeCount
- CompanyRevenue
- Company Phone
- ApiKey
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Domain__c
- ApiKey
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- ContactEmail
- Title
- Company
- Company Name Long
- City
- State
- Country
- Website
- Phone
- LinkedIn URL
- Industry
- Address 1
- Address 2
- Zip
- Contact Category
- Account Category
- Contact Source
- Contact Owner
- Client POC
- Reason Unqualified
- Direct Phone
- Company Phone
- Other Phone 1
- Other Phone 2
- Note
- Notes Title
- Validation Score
- Contact Status
- CompanyEmployeeCount
- CompanyRevenue
- ApiKey
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ApiKey
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Group Updated
Triggers when a Group is updated in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Mask SSN Data
- Mask Medicare Beneficiary ID Data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Policy Updated
Triggers when a Policy is updated in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Groups Description
- Group NameRequired
- DBA
- Description
- Federal Tax ID
- Industry - SIC ID
- Industry - SIC Description
- Industry - ID
- Employee Count
- Website
- Group Type - Text
- Group Type - ID
- Group Status - Text
- Group Status - ID
- Account Manager - ID
- Servicing Agent - First name
- Servicing Agent - Last Name
- Servicing Agent - Middle Name
- Servicing Agent - ID
- Additional Agent 1 - First Name
- Additional Agent 1 - Last Name
- Additional Agent 1 - Middle Name
- Additional Agent 1 - ID
- Additional Agent 2 - First Name
- Additional Agent 2 - Last Name
- Additional Agent 2 - Middle Name
- Additional Agent 2 - ID
- Additional Agent 3 - First Name
- Additional Agent 3 - Last Name
- Additional Agent 3 - Middle Name
- Additional Agent 3 - ID
- Business Phone Number
- Business Phone Number Ext.
- Fax Number
- Fax Number Ext.
- Address Type
- Is Primary Address
- Address Street 1
- Address Street 2
- City
- County
- State/Province
- Zip Code
- Lead Date
- Lead Source - Text
- Lead Source - ID
- Other Lead Source
- Lead Agent/Affiliate - First Name
- Lead Agent/Affiliate - Last Name
- Lead Agent/Affiliate - Middle Name
- Lead Agent/Affiliate - ID
- Project Code - Text
- Project Code - ID
- Group Custom Fields Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Policies Description
- Policyholder TypeRequired
- Policyholder - ID
- Carrier - Name
- Carrier - ID
- Policy Number
- Premium
- Lives
- Pay Frequency
- Project Code - Text
- Project Code - ID
- Status - Text
- Status - ID
- Coverage Type - Text
- Coverage Type - ID
- App Submit Date
- Effective Date
- Renewal Date
- Term Date
- Signed By - First Name
- Signed By - Last Name
- Signed By - Middle Name
- Signed By - ID
- Account Manager - First Name
- Account Manager - Last Name
- Account Manager - ID
- Servicing Agent - Agency - Name
- Servicing Agent - Agency - ID
- Servicing Agent - Agent Number
- Servicing Agent - Agent Number - ID
- Servicing Agent - First Name
- Servicing Agent - Last Name
- Servicing Agent - Middle Name
- Servicing Agent - ID
- Additional Agent 1 - First Name
- Additional Agent 1 - Last Name
- Additional Agent 1 - Middle Name
- Additional Agent 1 - ID
- Additional Agent 2 - First Name
- Additional Agent 2 - Last Name
- Additional Agent 2 - Middle Name
- Additional Agent 2 - ID
- Additional Agent 3 - First Name
- Additional Agent 3 - Last Name
- Additional Agent 3 - Middle Name
- Additional Agent 3 - ID
- Additional Agent 4 - First Name
- Additional Agent 4 - Last Name
- Additional Agent 4 - Middle Name
- Additional Agent 4 - ID
- Additional Agent 5 - First Name
- Additional Agent 5 - Last Name
- Additional Agent 5 - Middle Name
- Additional Agent 5 - ID
- Group Policy - Renewal Percent
- Group Policy - New Hire Eligibility - Text
- Group Policy - New Hire Eligibility - ID
- Group Policy - Eligibility Hours - Text
- Group Policy - Eligibility Hours - ID
- Group Policy - Rate Method
- Group Policy - Waiting Period
- Group Policy - Classifications
- Group Policy - Notes
- Individual Policy - Pay Method - Text
- Individual Policy - Pay Method - ID
- Individual Policy - Notes
- Individual Policy - Member ID
- Policy Coverage - Carrier Product - Text
- Policy Coverage - Carrier Product - ID
- Policy Coverage - Effective Date
- Policy Coverage - Premium
- Policy Coverage - Renewal Date
- Policy Coverage - Status
- Policy Coverage - Notes
- Policy Coverage - Fees
- Policy Coverage - Override FieldSet
- Policy Custom Fields Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Date of Birth
- First NameRequired
- Middle Name
- Last NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phone NumberRequired
- First NameRequired
- Middle Name
- Last NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account Status Updated
Triggered when an account status is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Meeting Status Updated
Triggered when a meeting status is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Account Note Added
Triggered when a new note is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Domain Added to Blacklist
Triggered when a new domain added to blacklist.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Campaign Added
Triggered when a new campaign is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contact Added
Triggers when a new contact is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Email Sent From Campaign
Triggered when a new email is sent.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Potential Meeting Status Updated
Triggered when a potential meeting status is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - First Name
- Last Name
- ContactEmail
- Title
- Company
- Company Name Long
- Website
- Phone
- LinkedIn URL
- Campaign ID
- Industry
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Contact Category
- Account Category
- Contact Source
- Contact Owner
- Client POC
- Reason Unqualified
- Contact Status
- Direct Phone
- Company Phone
- Notes Title
- Note
- Skip updating existing contacts
- Insert Null Values
- Move existing contacts to current campaign
- Insert contacts That Have Already Replied
- ApiKey
- CompanyEmployeeCount
- CompanyRevenue
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactEmail
- ApiKey
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Title
- Company
- ContactEmail
- Linked In Url
- Direct Phone
- Company Phone
- Website
- Meeting StatusRequired
- Meeting Source
- Meeting Set Date
- Meeting Set By
- Meeting Date
- Meeting Time Zone
- Owner
- Contract Value
- Reminder Email Account
- Industry
- Seniority
- Send Reminder
- Note Title
- Note
- IsDaylightSavingTime
- ApiKey
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Title
- Company
- ContactEmail
- Linked In Url
- Meeting Source
- Owner
- Reminder Email Account
- Engagement Status
- Direct Phone
- Company Phone
- Meeting Set By
- Note Title
- Note
- ApiKey
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Domain
- ApiKey
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.