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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contact Status Updated" from SalesHive.

Add your action

An action happens after the trigger—such as "Create Activity" in AgencyBloc.

You’re connected!

Zapier seamlessly connects SalesHive and AgencyBloc, automating your workflow.

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.

Contact Status Updated
Triggered when a contact status is updated.
Trigger
Polling
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Meeting Status Updated
Triggered when a meeting status is updated.
Trigger
Polling
Try It
New Domain Added to Blacklist
Triggered when a new domain added to blacklist.
Trigger
Polling
Try It
New Campaign Added
Triggered when a new campaign is created.
Trigger
Polling
Try It
New Contact Added
Triggers when a new contact is added.
Trigger
Polling
Try It

New Email Sent From Campaign
Triggered when a new email is sent.
Trigger
Polling
Try It
New Potential Meeting
Triggered when a new potential meeting is added.
Trigger
Polling
Try It

New Referral Added
Triggered when a new referrals is added.
Trigger
Polling
Try It
Potential Meeting Status Updated
Triggered when a potential meeting status is updated.
Trigger
Polling
Try It
- ContactEmail
- Title
- Note
Action
Write
- Email
Action
Write
- Name
- Last Name
- Title
- Company
- Email
  Required
- Linked In Url
- Direct Phone
- Company Phone
- Website
- Meeting Status
  Required
- Meeting Source
- Meeting Set Date
- Meeting Set By
- Meeting Date
- Meeting Time Zone
- Owner
- Contract Value
- Reminder Email Account
- Industry
- Seniority
- Send Reminder
- Note Title
- Note
- IsDaylightSavingTime
Action
Write
- First Name
- Last Name
- Title
- Company
- Email
- Linked In Url
- Meeting Source
- Owner
- Reminder Email Account
- Engagement Status
- Direct Phone
- Company Phone
- Meeting Set By
- Note Title
- Note
Action
Write
- SalesHive Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Write
- Email
Action
Write
- Name
- Client Status
- Client Start Date
- Client End Date
- Target Accounts per Qtr
- Default Contract Value
- Website
- Reason Lost
- Logo Approval
- Time Zone
- Track Domain
- Closed By
- BCC Email
- Slack Channel Internal
- Slack Channel External
- Do Not Add Meetings To Blacklist?
- Is Sent Meeting Create Notification
- Is Sent Meeting Reschedule Notification
- Server Number
- Client Billing Method
- Client Billing Contact
- Client Billing Email
- Client Billing Address
- Client Billing Date
- Client Billing Status
- Client Billing Amount
- Client Billing Period
- PPM Est. Months
- Limit Users Per Client
- Zoom Info Contact Limit Type
- Zoom Info Contact Limit
- Limit Total Contacts Per Client
- AI
- SEO
- Allow All Call Recordings
- Playbook URL
- Playmaker URL
- Company Summary
- Value Prop
- Package Type
Action
Write
Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Trigger
Instant
Try It
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

- Email
  Required
Trigger
Polling
Try It
New Email Added on Blacklist
Triggers when a new contact added on blacklist.
Trigger
Polling
Try It
New Meeting Added
Triggers when a new meeting is added.
Trigger
Polling
Try It
New Call Made
Triggered when a new call is added.
Trigger
Polling
Try It
New Email Receive From Campaign
Triggered when a new email is Receive.
Trigger
Polling
Try It
Meeting Outcome Updated
Triggers when a meeting outcome status changes
Trigger
Polling
Try It
- Contain
Trigger
Polling
Try It
New Removed Contacts
Triggered when a new removed is added.
Trigger
Polling
Try It
- Email
- Campaign ID
- Move existing contacts to current campaign
- Insert contacts That Have Already Replied
- Send First Step Immediately
Action
Write
- First Name
- Last Name
- Email
- Title
- Company
- Company Name Long
- Website
- Phone
- LinkedIn URL
- Campaign ID
- Industry
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Contact Category
- Contact Source
- Contact Owner
- Client POC
- Reason Unqualified
- Contact Status
- Direct Phone
- Company Phone
- Notes Title
- Note
- Skip updating existing contacts
- Insert Null Values
- Move existing contacts to current campaign
- Insert contacts That Have Already Replied
- CompanyEmployeeCount
- CompanyRevenue
- Specialty
- Number of Physicians
- Send First Step Immediately
Action
Write
- Domain__c
Action
Write
- First Name
- Last Name
- Email
  Required
- Title
- Company
- Company Name Long
- City
- State
- Country
- Website
- Phone
- LinkedIn URL
- Industry
- Address 1
- Address 2
- Zip
- Contact Category
- Contact Source
- Contact Owner
- Client POC
- Reason Unqualified
- Direct Phone
- Company Phone
- Other Phone 1
- Other Phone 2
- Note
- Notes Title
- Validation Score
- Contact Status
- Employee Count
- Company Revenue
- Sales Development Reps
- Tag
- DirectPhoneExt
- FollowUpDate
- SalesRep
- ExternalAccountID
- ExternalContactID
- ExternalField1
- ExternalField2
- ExternalField3
- ZoomID
- BestPhone
- BestPhoneStatus
- Phone1
- PhoneStatus
- Phone2
- Phone2Status
- Phone3
- Phone3Status
- Phone4
- Phone4Status
- ExternalID
- FollowUpNotes
- IsDoNotCallContact
- ZoomContactID
Action
Write
- Search
  Required
Action
Write
- Email
  Required
Action
Write
- Domain
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
Try It
- Mask SSN Data
- Mask Medicare Beneficiary ID Data
Trigger
Instant
Try It
Policy Created
Triggers when a Policy is created in AgencyBloc.
Trigger
Instant
Try It
- 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

For AI agents & developers

Use SalesHive and AgencyBloc with AI agents and code

Beyond Zap workflows. Call SalesHive and AgencyBloc actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose SalesHive and AgencyBloc actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Create Activity

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger SalesHive and AgencyBloc actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* saleshive / agencybloc action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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About SalesHive

SalesHive uses cold calling, email, LinkedIn, and direct mail to book meetings with qualified buyers for your sales team.

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Related categories

Sales & CRM

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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