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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Activity Created" from AgencyBloc.

Add your action

An action happens after the trigger—such as "Add Comment to Call" in Aircall.

You’re connected!

Zapier seamlessly connects AgencyBloc and Aircall, automating your workflow.

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.

Activity Created
Triggers when an Activity is created in AgencyBloc.
Trigger
Instant
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Group Created
Triggers when a Group is created in AgencyBloc.
Trigger
Instant
Try It
- Mask SSN Data
- Mask Medicare Beneficiary ID Data
Trigger
Instant
Try It
Policy Created
Triggers when a Policy is created in AgencyBloc.
Trigger
Instant
Try It
- Create Activities Description
- Associated With Description
- Associated With - Record Type
  Required
- Associated With - Record ID
  Required
- Subject
  Required
- 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
Action
Write

- Create Individuals Description
- First Name
  Required
- Last Name
  Required
- 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
Action
Write
- Activity ID
  Required
Action
Search

- Individual ID
  Required
Action
Search
- Email Address
  Required
- First Name
- Middle Name
- Last Name
Action
Search
- Policy ID
  Required
Action
Search
AI Insights Created
Triggers when AI Insights of a call including call summary and key topics of the converstation are created.
Trigger
Instant
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AI Voice Agent Escalated
Triggers when a call handled by AI Voice Agent has been escalated or transferred to a human agent.
Trigger
Instant
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AI Voice Agent Summary
Triggers when a call handled by AI Voice Agent is completed and the agent successfully collected answers to intake questions configured on the agent (e.g., 'What is your full name?', 'What is your email address?').
Trigger
Instant
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Call Answered
Triggers when a call answered.
Trigger
Instant
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Call Assets Generated
Triggers when call recording or voicemail link is available.
Trigger
Instant
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Call Ended
Triggers when a call is ended.
Trigger
Instant
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Call Evaluation Updated
Call evaluation updated for a call
Trigger
Instant
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Call on Hold
Triggers when a call is on hold.
Trigger
Instant
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Call Ringing on Agent
Triggers when a call ringed to a specific agent.
Trigger
Instant
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Call Tagged
Triggers when a call is tagged.
Trigger
Instant
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Call Unhold
Triggers when a call was unhold.
Trigger
Instant
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Contact Created
Triggers when a contact is created.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Custom Summary Result Updated
Triggers when custom summary result is updated.
Trigger
Instant
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Message Sent
Triggers when a new message is sent from Aircall accounts.
Trigger
Instant
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Number Created
Triggers when a number is created.
Trigger
Instant
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Playbook Result Generated
Triggers when a playbook result is generated.
Trigger
Instant
Try It
Realtime Transcription Utterances Received
Triggers when a realtime transcription utterances is received.
Trigger
Instant
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User Closed
Triggers when a user becomes unavailable according to their working hours.
Trigger
Instant
Try It
User Connected
Triggers when a user becomes online.
Trigger
Instant
Try It
User Created
Triggers when a user is created.
Trigger
Instant
Try It
User Deleted
Triggers when a user is deleted.
Trigger
Instant
Try It
User Disconnected
Triggers when a user goes offline.
Trigger
Instant
Try It
User Opened
Triggers when a user becomes available according to their working hours.
Trigger
Instant
Try It
User Wrap Up Time Ended
Triggers when wrap up time for a user is ended
Trigger
Instant
Try It
- Call ID
  Required
- Comment
  Required
Action
Write
- Team Id
  Required
- User Id
  Required
Action
Write
- User Id
  Required
- To
  Required
Action
Write
- Team Name
  Required
Action
Write
- Call ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- User Id
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Number Id
  Required
- Participant
  Required
- Body
- Media URL
Action
Write
- Number Id
  Required
- To
  Required
- Body
- Media URL
Action
Write
- Line Id
  Required
- To
  Required
- Text
- Media Url
- Template Id
- Template Body
- Template Buttons
- Template Header
Action
Write
- User Id
  Required
- Number Id
  Required
- To
  Required
Action
Write
- Call ID
  Required
Action
Write
- Number ID
  Required
- Name
- Live Recording Activated
- Priority
- Welcome Message URL
- Waiting Music URL
- IVR Message URL
- Voicemail Message URL
- After Hours Message URL
- Ringing Tone URL
Action
Write
- Order
  Required
Action
Search
- Contact ID
  Required
Action
Search
- User Id
  Required
Action
Search
- User Id
  Required
- Order
Action
Search
- From
- To
- Order
- Direction
- User ID
- Phone Number
- Tags
- Fetch Contact
- Fetch Short URLs
- Fetch Call Timeline
Action
Search

Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Trigger
Instant
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Group Updated
Triggers when a Group is updated in AgencyBloc.
Trigger
Instant
Try It
- Mask SSN Data
- Mask Medicare Beneficiary ID Data
Trigger
Instant
Try It
Policy Updated
Triggers when a Policy is updated in AgencyBloc.
Trigger
Instant
Try It
- Create Groups Description
- Group Name
  Required
- 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
Action
Write
- Create Policies Description
- Policyholder Type
  Required
- 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
Action
Write
- Group ID
  Required
Action
Search
- Date Of Birth
  Required
- First Name
- MIddle Name
- Last Name
Action
Search
- Phone Number
  Required
- First Name
- Middle Name
- Last Name
Action
Search
Call Action Item Created
Triggers when a call action item is created.
Trigger
Instant
Try It
AI Voice Agent Ended
Triggers when an AI virtual agent ends a call.
Trigger
Instant
Try It
AI Voice Agent Started
Triggers when an AI virtual agent starts handling a call.
Trigger
Instant
Try It
Call Declined by Agent
Triggers when a call declined by agent.
Trigger
Instant
Try It
Call Commented
Triggers when a call is commented, either by Agents from their Aircall Phone, or via the Public API.
Trigger
Instant
Try It
Call Created
Triggers when a call started.
Trigger
Instant
Try It
Call Evaluation Created
Call evaluation created for a call
Trigger
Instant
Try It
Call Transferred Externally
Triggers when a call is transferred externally.
Trigger
Instant
Try It
Call IVR Option Selected
Triggers when call IVR option is selected.
Trigger
Instant
Try It
Call Sentiment Created
Triggers when sentiment analysis is generated for a call and indicates customer’s sentiment/mood on the call.
Trigger
Instant
Try It
Call Transferred Internally
Triggers when a call is transferred internally.
Trigger
Instant
Try It
Call Voicemail Left
Triggers when ~30sec after calls end if a voicemail is present.
Trigger
Instant
Try It
Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
Try It
Custom Summary Result Created
Triggers when custom summary result is created.
Trigger
Instant
Try It
Message Received
Triggers when a new message is received to Aircall accounts.
Trigger
Instant
Try It
Message Status Updated
Triggers when the message from Aircall accounts has an updated status.
Trigger
Instant
Try It
Number Deleted
Triggers when a number is deleted.
Trigger
Instant
Try It
Playbook Result Updated
Triggers when a playbook result is updated.
Trigger
Instant
Try It
Call Transcription Created
Triggers when a call transcription is created.
Trigger
Instant
Try It
User Closed V2
Triggers when a user becomes unavailable according to their working hours.
Trigger
Instant
Try It
User Connected V2
Triggers when a user becomes online.
Trigger
Instant
Try It
User Created V2
Triggers when a user is created.
Trigger
Instant
Try It
User Deleted V2
Triggers when a user is deleted
Trigger
Instant
Try It
User Disconnected V2
Triggers when a user goes offline.
Trigger
Instant
Try It
User Opened V2
Triggers when a user becomes available according to their working hours
Trigger
Instant
Try It
User Wrap Up Time Started
Triggers when wrap up time for a user is started
Trigger
Instant
Try It
- Call ID
  Required
- Tag IDs
  Required
Action
Write
- Call ID
  Required
Action
Write
- First Name
- Last Name
- Company Name
- Information
- Phone Number Label
  Required
- Phone Number
  Required
- Email Label
- Email Address
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Availability Status
- Role Ids
- Wrap Up Time
- Inviter User Id
Action
Write
- Call ID
  Required
Action
Write
- Team Id
  Required
Action
Write
- Call Id
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Team Id
  Required
- User Id
  Required
Action
Write
- Number Id
  Required
- Body
  Required
- Participant
  Required
- Agent Id
Action
Write
- Number Id
  Required
- To
  Required
- Body
  Required
- Agent Id
Action
Write
- Line Id
  Required
- External Number
  Required
- Agent Id
- Text
- Template Id
- Template Body
- Template Buttons
- Template Header
Action
Write
- Call ID
  Required
- Title Text
  Required
- Title Link
- Short Text 1 Label
- Short Text 1 Text
- Short Text 1 Link
- Short Text 2 Label
- Short Text 2 Text
- Short Text 2 Link
- User Card Label
- User Card User ID
Action
Write
- Call ID
  Required
- User ID
- Team ID
- Phone Number
- Dispatching Strategy
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Company Name
- Information
Action
Write
- First Name
- Last Name
- Availability Status
- Substatus
- Role Ids
- Wrap Up Time
- User Id
  Required
Action
Write
- Team Id
  Required
Action
Search
- From
- To
- Order
Action
Search
- User id
  Required
Action
Search
- Call ID
  Required
Action
Search
- From
- To
- Order
Action
Search

For AI agents & developers

Use AgencyBloc and Aircall with AI agents and code

Beyond Zap workflows. Call AgencyBloc and Aircall actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose AgencyBloc and Aircall actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Activity
Add Comment to Call

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger AgencyBloc and Aircall actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* agencybloc / aircall action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Connect AgencyBloc and Aircall to integrate crucial parts of your business

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, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your AgencyBloc to Aircall integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.

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Related categories

Sales & CRM

About Aircall

Aircall is a customer communications platform — call, message, and AI events as triggers; calls, contacts, and more as actions.