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AgencyBloc + Typeform

Create individuals in AgencyBloc from new entries in Typeform

Automate your workflow with this user-friendly solution that connects Typeform and AgencyBloc. Whenever a new entry is submitted in Typeform, it creates an individual profile in your AgencyBloc system. This automation not only saves you time but ensures that every new entry in your Typeform immediately has a corresponding profile in AgencyBloc for seamless data management and accurate record-keeping.

Automate your workflow with this user-friendly solution that connects Typeform and AgencyBloc. Whenever a new entry is submitted in Typeform, it creates an individual profile in your AgencyBloc system. This automation not only saves you time but ensures that every new entry in your Typeform immediately has a corresponding profile in AgencyBloc for seamless data management and accurate record-keeping.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    AgencyBlocAgencyBloc
    Create Individual

    Creates an Individual in AgencyBloc.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Form To DuplicateRequired

    • Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

    • Title of Your Duplicate Form (leave blank for same title)

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • AgencyBloc triggers, actions, and search

    Activity Created

    Triggers when an Activity is created in AgencyBloc.

    Trigger
    Instant
    Try It
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
  • AgencyBloc triggers, actions, and search

    Activity Updated

    Triggers when an Activity is updated in AgencyBloc.

    Trigger
    Instant
    Try It
agencybloc logo
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 moreHelp

Related categories

  • Sales & CRM
typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

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