AgencyBloc + Quo

Create or update Quo 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 Quo app accordingly. Not only does this process preserve your time and reduce manual data entry, but it also ensures that your Quo 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.

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 Quo app accordingly. Not only does this process preserve your time and reduce manual data entry, but it also ensures that your Quo 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.

  1. When this happens...
    AgencyBlocAgencyBloc
    Individual Created

    Triggers when an Individual is created in AgencyBloc.

    TriggerInstant
  2. automatically do this!
    QuoQuo
    Create or Update Contact

    Creates a contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

  • 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
    • Mask SSN Data

    • Mask Medicare Beneficiary ID Data

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

    Policy Updated

    Triggers when a Policy is updated in AgencyBloc.

    Trigger
    Instant
    Try It
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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 more

Related categories

  • Sales & CRM
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quo logo

About Quo

Quo is a phone system that helps businesses build personal customer relationships at scale. Calls, texts, & contacts are in one place to never miss a customer.
Learn more

Related categories

  • Phone & SMS