AgencyBloc + Notion
Create individuals in AgencyBloc from updated database items in Notion
Keep your agency operations smoothly humming by connecting Notion and AgencyBloc. With this workflow, every time you update a database item in Notion, an individual is instantly created in AgencyBloc. You can streamline your data management process, saving precious time and resources while keeping focus on what really matters. Transform your data handling routine with this simple, yet effective automation.
Keep your agency operations smoothly humming by connecting Notion and AgencyBloc. With this workflow, every time you update a database item in Notion, an individual is instantly created in AgencyBloc. You can streamline your data management process, saving precious time and resources while keeping focus on what really matters. Transform your data handling routine with this simple, yet effective automation.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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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 Page
This 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 appBlock IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPage IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTitleRequired
Exact MatchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appData Source
Advanced Query (JSON)
ActionThis is an event a Zap performs.SearchFind existing data in your appData 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 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
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.Block IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appData Source
ActionThis is an event a Zap performs.SearchFind existing data in your appBlock IDRequired
Page Size
Start Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your appPage or Database Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPageRequired
PropertyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity 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 app
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