AgencyBloc + Smartsheet
Create individuals in AgencyBloc from new rows in Smartsheet
Stay organized and efficient with this streamlined workflow. When a new row is added in Smartsheet, an individual is swiftly created in AgencyBloc. This seamless process saves time, reduces manual data entry errors and ensures your AgencyBloc database is always up-to-date with your latest Smartsheet entries.
Stay organized and efficient with this streamlined workflow. When a new row is added in Smartsheet, an individual is swiftly created in AgencyBloc. This seamless process saves time, reduces manual data entry errors and ensures your AgencyBloc database is always up-to-date with your latest Smartsheet entries.
- When this happens...
New RowTriggers when a new row is added.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create IndividualCreates an Individual in AgencyBloc.
ActionWriteCreate a new record or update an existing record in your app.
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Get Reports
[PRIVATE] Generates report list for dropdown.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkspace NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
RowRequired
TitleRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source FolderRequired
Destination FolderRequired
New Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
New NameRequired
What to Include?
Skip Remap
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose Source SheetRequired
Choose a Destination SheetRequired
Choose RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DestinationRequired
TemplateRequired
Copy Cells?Required
Copy Attachments?Required
Copy Discussions?Required
Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Email Address(es)Required
Choose RowRequired
Email Subject
Message
CC Me?
Include Attachments ?
Include Discussions ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Email Address(es) to Share ToRequired
Access LevelRequired
Notify via Email?Required
Email Subject
Message
CC Me?
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.Sheet IDRequired
Row IDRequired
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 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
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SheetRequired
RowRequired
File AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Add Row to Top or Bottom
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose Source SheetRequired
Choose a Destination SheetRequired
Choose RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SheetRequired
ColumnRequired
Parent Row
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DestinationRequired
Sheet to CopyRequired
Copy Cells?Required
Copy Attachments?Required
Copy Discussions?Required
Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Row IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Email Address(es)Required
FormatRequired
Email Subject
Message
CC Me?
Paper Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a WorkspaceRequired
Email Address(es) to Share ToRequired
Access LevelRequired
Notify via Email?Required
Email Subject
Message
CC Me?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sheet IDRequired
QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity 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
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