AgencyBloc + ClickSend SMS
Add new AgencyBloc individuals as ClickSend SMS contacts
Want to mass text all of your clients in AgencyBloc? Use this template to create a texting campaign to send to your AgencyBloc individuals via ClickSend. When a new individual is added to your AgencyBloc account, they will be added to a contact list in ClickSend SMS.
Want to mass text all of your clients in AgencyBloc? Use this template to create a texting campaign to send to your AgencyBloc individuals via ClickSend. When a new individual is added to your AgencyBloc account, they will be added to a contact list in ClickSend SMS.
- When this happens...
Individual CreatedTriggers when an Individual is created in AgencyBloc.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreates a new contact in a list.
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 appContact ListRequired
First Name
Last Name
Phone Number
Email
Fax Number
Organization Name
Custom 1
Custom 2
Custom 3
Custom 4
Address Line 1
Address Line 2
City
State
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
FromRequired
Custom String
PDF File UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign NameRequired
List NameRequired
From
Media URLRequired
SubjectRequired
MessageRequired
Schedule
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom String
PDF File UrlRequired
Priority
Template Used
Colour
Duplex
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
Return AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign NameRequired
List NameRequired
From
MessageRequired
Schedule
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
MessageRequired
Language
VoiceRequired
From
Schedule
Custom String
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update Contact
This action updates a contact in ClickSend SMS using the phone number as a unique identifier. It updates all standard fields related to a contact and only performs the update if the contact exists.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ListRequired
Phone NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data 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 appNew Incoming SMS
Triggers when a new incoming sms is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
SubjectRequired
BodyRequired
Schedule
From
Custom String
Media URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF File UrlRequired
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
Return AddressRequired
Custom String
Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
MessageRequired
Schedule
From
Custom String
Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact List NameRequired
MessageRequired
Schedule
From
Custom String
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create SMS Campaign
This action creates an SMS Campaign in ClickSend SMS. You need to provide the campaign name, recipient list, message content, sender's phone number, and the schedule for the campaign in UNIX timestamp. The sender's phone number and the schedule are option
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Related categories
About ClickSend SMS
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.