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AgencyBloc + Gravity Forms

Create groups in AgencyBloc from new Gravity Forms submissions

Effortlessly manage new form submissions by instantly creating groups in AgencyBloc whenever a form is submitted in Gravity Forms. This efficient automation helps you eliminate manual data entry and stay organized by ensuring that relevant information is transferred seamlessly between your teams. It makes tracking and responding to form submissions easier than ever, saving you time and boosting productivity.

Effortlessly manage new form submissions by instantly creating groups in AgencyBloc whenever a form is submitted in Gravity Forms. This efficient automation helps you eliminate manual data entry and stay organized by ensuring that relevant information is transferred seamlessly between your teams. It makes tracking and responding to form submissions easier than ever, saving you time and boosting productivity.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    AgencyBlocAgencyBloc
    Create Group

    Creates a Group in AgencyBloc.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • AgencyBloc triggers, actions, and search

    Activity Updated

    Triggers when an Activity is updated in AgencyBloc.

    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search

    Group Updated

    Triggers when a Group is updated in AgencyBloc.

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • AgencyBloc triggers, actions, and search

    Activity Created

    Triggers when an Activity is created in AgencyBloc.

    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search

    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
agencybloc logo
agencybloc logo

About AgencyBloc

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

Related categories

  • Sales & CRM
gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Related categories

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