Plumsail Documents + AgencyBloc Integrations
How to connect Plumsail Documents + AgencyBloc
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Activity CreatedTriggers when an Activity is created in AgencyBloc.Trigger- Activity UpdatedTriggers when an Activity is updated in AgencyBloc.Trigger
- Group CreatedTriggers when a Group is created in AgencyBloc.Trigger
- Group UpdatedTriggers when a Group is updated in AgencyBloc.Trigger
- Individual CreatedTriggers when an Individual is created in AgencyBloc.Trigger
- Individual UpdatedTriggers when an Individual is updated in AgencyBloc.Trigger
- AgencyBloc
Triggers when a Policy is created in AgencyBloc.
Instant
Trigger
- AgencyBloc
Triggers when a Policy is updated in AgencyBloc.
Instant
Trigger
- AgencyBloc
Creates an Activity in AgencyBloc.
Scheduled
Action
- AgencyBloc
Creates a Group in AgencyBloc.
Scheduled
Action
- AgencyBloc
Creates an Individual in AgencyBloc.
Scheduled
Action
- AgencyBloc
Creates a Policy in AgencyBloc.
Scheduled
Action
- AgencyBloc
Find and include Activity information by Activity ID.
Scheduled
Action
- AgencyBloc
Find and include Group information by Group ID.
Scheduled
Action
- AgencyBloc
Find and include Individual information by Individual ID.
Scheduled
Action
- AgencyBloc
Finds An Individual By Date Of Birth And Name
Scheduled
Action
- AgencyBloc
Finds An Individual By Email And Name
Scheduled
Action
- AgencyBloc
Finds An Individual by Phone Number and Name
Scheduled
Action
- AgencyBloc
Find and include Policy information by Policy ID.
Scheduled
Action
How Plumsail Documents + AgencyBloc Integrations Work
- Step 1: Authenticate Plumsail Documents and AgencyBloc.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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