AgencyBloc + Google Sheets

Create AgencyBloc individuals from new or updated Google Sheets rows

Easily manage your client information by connecting Google Sheets and AgencyBloc with this streamlined workflow. Whenever a new or updated row is added in your Google Sheets spreadsheet, an individual will be created in AgencyBloc. Save time and ensure consistent data entry by automating this process to keep your AgencyBloc records up-to-date.

When this happens...
New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
TriggerInstant
automatically do this!
Create Individual
Creates an Individual in AgencyBloc.
ActionWrite

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Supported triggers and actions

What does this mean?

- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Drive
Trigger
Scheduled
Try It
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write

- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Bottom-Up
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Bottom-Up
Action
Search or write
Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Trigger
Instant
Try It
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 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
Action
Write
- 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
Action
Write
- Group IDRequired
Action
Search
- Date Of BirthRequired
- First Name
- MIddle Name
- Last Name
Action
Search
- Phone NumberRequired
- First Name
- Middle Name
- Last Name
Action
Search

- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy To
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite?
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Text Bold
- Text Italic
- Text Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Bottom-Up
- Row Count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row CountRequired
- First Row
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite?
Action
Search or write
Activity Created
Triggers when an Activity is created in AgencyBloc.
Trigger
Instant
Try It
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 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
Action
Write
- 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
Action
Write
- Activity IDRequired
Action
Search
- Individual IDRequired
Action
Search
- Email AddressRequired
- First Name
- Middle Name
- Last Name
Action
Search
- Policy IDRequired
Action
Search

About AgencyBloc

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

Learn more Help

Related categories

Sales & CRM

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Learn more Help

Related categories

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PRODUCTS

CAPABILITIES

By team

AgencyBloc + Google Sheets

Create AgencyBloc individuals from new or updated Google Sheets rows

New Spreadsheet Row (Team Drive)

Drive

WorksheetRequired

New Spreadsheet

Drive

New or Updated Spreadsheet Row

No Team Drive

SpreadsheetRequired

WorksheetRequired

Trigger Column

Create Spreadsheet Column

Drive

SpreadsheetRequired

WorksheetRequired

Column NameRequired

Index

Create Multiple Spreadsheet Rows

Drive

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

TitleRequired

Spreadsheet to Copy

Headers

Delete Spreadsheet Row

Drive

SpreadsheetRequired

WorksheetRequired

RowRequired

Update Spreadsheet Row

Drive

SpreadsheetRequired

WorksheetRequired

RowRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Worksheet

Drive

SpreadsheetRequired

TitleRequired

Lookup Spreadsheet Row

Drive

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

Supporting Lookup Column

Supporting Lookup Value

Bottom-Up

Find or Create Row

Drive

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

Supporting Lookup Column

Supporting Lookup Value

Bottom-Up

Activity Updated

Group Updated

Individual Updated

Mask SSN Data

Mask Medicare Beneficiary ID Data

Policy Updated

Create Group

Create Groups Description

Group NameRequired

DBA

Description