AgencyBloc + Wufoo

AgencyBloc + Wufoo integrations

Create individuals in AgencyBloc from new entries in Wufoo

Streamline your data entry work with this automation. When a new entry is created in Wufoo, it initiates a workflow to create an individual in AgencyBloc. This seamless process ensures smooth data transfer and saves you time by reducing manual data entry, making your data management more efficient and accurate.

When this happens...
New Subscription EntryTriggers when someone fills out your form.
TriggerInstant
automatically do this!
Create IndividualCreates an Individual in AgencyBloc.
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More things you can do with Wufoo and AgencyBloc

Discover other triggers and actions you can use with Wufoo and AgencyBloc

- Form
  Required
Trigger
Polling
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New Form
Triggers when you build a new form.
Trigger
Polling
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- Form
  Required
Trigger
Instant
Try It
- Form_hash
  Required
Action
Write
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
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- Mask SSN Data
- Mask Medicare Beneficiary ID Data
Trigger
Instant
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Policy Created
Triggers when a Policy is created in AgencyBloc.
Trigger
Instant
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- Create Activities Description
- Associated With Description
- Associated With - Record Type
  Required
- Associated With - Record ID
  Required
- Subject
  Required
- 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 Name
  Required
- Last Name
  Required
- 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 ID
  Required
Action
Search
- Individual ID
  Required
Action
Search
- Email Address
  Required
- First Name
- Middle Name
- Last Name
Action
Search
- Policy ID
  Required
Action
Search

- Form
  Required
Trigger
Polling
Try It
- Form_hash
Trigger
Instant
Try It
- Form_hash
  Required
Action
Write
- Form_hash
  Required
- Field_title
  Required
- Search Value
  Required
Action
Search
Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Trigger
Instant
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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 Name
  Required
- 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 Type
  Required
- 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 ID
  Required
Action
Search
- Date Of Birth
  Required
- First Name
- MIddle Name
- Last Name
Action
Search
- Phone Number
  Required
- First Name
- Middle Name
- Last Name
Action
Search

About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

About Wufoo

Wufoo is an easy way to create and manage HTML forms.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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