AgencyBloc + Brevo
Create and manage Brevo contacts every time new individuals are added in AgencyBloc
Generate a smoother workflow with this AgencyBloc to Brevo integration. Whenever a new individual is created in AgencyBloc, the contact information is instantly updated or added in Brevo. This automatic process saves you time, eliminates manual data entry and ensures your Brevo contacts are always up-to-date with the latest information from AgencyBloc.
Generate a smoother workflow with this AgencyBloc to Brevo integration. Whenever a new individual is created in AgencyBloc, the contact information is instantly updated or added in Brevo. This automatic process saves you time, eliminates manual data entry and ensures your Brevo contacts are always up-to-date with the latest information from AgencyBloc.
- When this happens...
Individual CreatedTriggers when an Individual is created in AgencyBloc.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
(Deprecated) Add or Update ContactThis action is deprecated, use "Contact Create or Update" instead. Adds or updates a contact.
ActionWriteCreate a new record or update an existing record in your app.
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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 appIndividual IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
First Name
Middle Name
Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your appPolicy IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDescription of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
List NameRequired
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update if Contact ExistsRequired
Email
Mobile number of contact (SMS)
Email Blacklisted
SMS Blacklisted
Lists
Lists Update Type
Attributes (Deprecated)
Treat values as category ID for attributes of type `category`
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name or IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update if Contact ExistsRequired
Contact Identifier TypeRequired
Email
Mobile number of contact (SMS)
Whatsapp number of contact
External identifier of contact
Brevo contact ID (update only)
Email Blacklisted
SMS Blacklisted
Lists
Lists Update Type
Treat Category Values as IDs for Category type Contact Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update if the deal already existRequired
Deal name or IDRequired
Use Category IDs for Attributes
Deal PipelineRequired
Deal StageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal name or IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email of contact
Mobile number of contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sender NameRequired
Test Mobile NumberRequired
Recipient Mobile NumberRequired
Message ContentRequired
Tag(s)
Unicode Content
Message Prefix
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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 appDate Of BirthRequired
First Name
MIddle Name
Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone NumberRequired
First Name
Middle Name
Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your app
Contact Added
Triggers when a Brevo contact is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDescription of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update if the company already existRequired
Company name or IDRequired
Use Category IDs for Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company name or IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Identifier TypeRequired
Contact Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal name or IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event nameRequired
Contact Identifier TypeRequired
Contact IdentifierRequired
Event properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Cc
Bcc
Sender Name
Sender EmailRequired
Reply to Name
Reply to EmailRequired
SubjectRequired
HTML Content
Text Content
Attachments Url
Attachment Files
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email of contactRequired
Lists to unsubscribeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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