AgencyBloc + OpenPhone

Create or update OpenPhone contacts when new individuals are created in AgencyBloc

This workflow activates as soon as you add a new individual in the AgencyBloc app. It then forms or updates the contact details in the OpenPhone app accordingly. Not only does this process preserve your time and reduce manual data entry, but it also ensures that your OpenPhone contact list is always up-to-date with your latest AgencyBloc entries. Enhance your productivity while maintaining strong communication links using this seamless and efficient workflow.

When this happens...
Individual Created
Triggers when an Individual is created in AgencyBloc.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a contact or updates an existing contact.
ActionWrite

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Supported triggers and actions

What does this mean?

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
- Select Phone NumbersRequired
Trigger
Instant
Try It
- Phone NumbersRequired
Trigger
Instant
Try It
- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
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
- Select Phone NumbersRequired
Trigger
Instant
Try It
- Phone NumbersRequired
Trigger
Instant
Try It
- Select Phone NumbersRequired
Trigger
Instant
Try It
- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
Action
Write

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 OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

Learn more Help

Related categories

Phone & SMS

PRODUCTS

CAPABILITIES

By team

AgencyBloc + OpenPhone

Create or update OpenPhone contacts when new individuals are created in AgencyBloc

Activity Created

Group Created

Individual Created

Mask SSN Data

Mask Medicare Beneficiary ID Data

Policy Created

Create Activity

Create Activities Description

Associated With Description

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

Create Individual

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