AgencyBloc + Notion
AgencyBloc + Notion
AgencyBloc + Notion integrations
Create new AgencyBloc individuals from new Notion database items
Streamline your agency operations with this effective workflow. When a new database item appears in Notion, an individual profile is instantly created in AgencyBloc. This automation not only saves valuable time in data entry tasks but also minimizes the risk associated with manual data transfer. Simplify and accelerate your task management with this efficient and seamless integration between Notion and AgencyBloc.
- When this happens...
TriggerPolling - automatically do this!
ActionWrite
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More things you can do with Notion and AgencyBloc
Discover other triggers and actions you can use with Notion and AgencyBloc
- Database
- Data Source
- Page
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- PageRequired
- Block TypeRequired
- Content
- Programming Language
- Checked
- Icon (Emoji)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PageRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent_pageRequired
- Title
- Content
- Icon
- Cover
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Data Source
- ItemRequired
- Content
- Content Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File_upload_note
- Data SourceRequired
- ItemRequired
- File PropertyRequired
- FileRequired
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.
Retrieve a PageThis action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PageRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Block IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Page IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TitleRequired
- Exact_matchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Data Source
- Advanced Query (JSON)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Data Source
- Template Mode
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Activity UpdatedTriggers 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 app- Date Of BirthRequired
- First Name
- MIddle Name
- Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phone NumberRequired
- First Name
- Middle Name
- Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Data Source
- PageRequired
- Properties to Watch
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Data Source
- ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Data Source
- Template Mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PageRequired
- ContentRequired
- Content Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DatabaseRequired
- Title
- Move To
- Display Inline
- Icon (Emoji)
- Move to Trash
- Lock Database
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Data SourceRequired
- Title
- Icon Emoji
- Property Updates (JSON)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File_upload_note
- Page (or Block) IDRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Retrieve Database
This action retrieves a database in Notion using the ID of the database.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - BlockIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Data Source
ActionThis is an event a Zap performs.SearchFind existing data in your app- Block IDRequired
- Page Size
- Start Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- Page or Database Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- PageRequired
- PropertyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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 app- Individual IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email AddressRequired
- First Name
- Middle Name
- Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Policy IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
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A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
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