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How Zapier works

Zapier makes it easy to integrate AgencyBloc with RingCentral - no code necessary. See how you can get setup in minutes.

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AgencyBloc
AgencyBloc logo
AgencyBloc
1. Choose trigger event
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RingCentral
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RingCentral
2. Choose action
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1. Select the event
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AgencyBloc
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Activity Created" from AgencyBloc.

Add your action

An action happens after the trigger—such as "Create Contact" in RingCentral.

You’re connected!

Zapier seamlessly connects AgencyBloc and RingCentral, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about AgencyBloc + RingCentral integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AgencyBloc and RingCentral

How can I integrate AgencyBloc with RingCentral?

To integrate AgencyBloc with RingCentral, you can use our platform to set up automated workflows that connect the two services seamlessly. You would typically start by selecting a trigger in one app (e.g., a new contact in AgencyBloc) and an action in the other app (e.g., creating or updating a contact in RingCentral).

What triggers should I consider for the integration between AgencyBloc and RingCentral?

Common triggers for this integration include the creation of a new contact or update of existing information in AgencyBloc, which can then be used to perform actions such as adding or modifying contacts in RingCentral.

Are there specific actions I can automate with RingCentral when integrating with AgencyBloc?

Yes, common actions that can be automated include sending a text message via RingCentral or making phone calls automatically when certain conditions are met on AgencyBloc, such as status updates or note additions.

Is it possible to sync contacts between AgencyBloc and RingCentral automatically?

Yes, you can set up an automation that keeps your contacts in sync between both platforms. For example, whenever a contact is added or updated in AgencyBloc, the same changes can automatically reflect in your RingCentral account.

Can I customize which data fields are exchanged between AgencyBloc and RingCentral during integration?

Absolutely. When setting up the integration, you have control over mapping specific fields from AgencyBloc to corresponding fields in RingCentral. This customization ensures that all necessary data points are accurately transferred.

How do I troubleshoot if my integration between AgencyBloc and RingCentral isn't working correctly?

First, double-check your trigger and action setup to ensure they match your workflow intentions. Also, verify that both platforms have active API permissions and access rights enabled. If issues persist, our support team is ready to assist.

Can integrations be paused temporarily between AgencyBloc and RingCentral?

Yes, you can temporarily pause integrations if needed without losing any configuration settings. This gives you flexibility if workflow demands change or during maintenance activities on either platform.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
  • 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 triggers, actions, and search
    Policy Created

    Triggers when a Policy is created in AgencyBloc.

    Trigger
    Instant
    Try It
  • 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

Learn how to automate RingCentral on the Zapier blog

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About AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
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About RingCentral
RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.
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