AgencyBloc Integrations

Name: Zapier
Availability: InStock

Put AgencyBloc to work with AI and enterprise-grade automation

Automate smarter with AgencyBloc and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

RingCentral

Phone & SMS

Jotform

Forms & Surveys

Calendly

Scheduling & Booking

Avochato

Phone & SMS

Microsoft Outlook

Calendar, Email, Microsoft

Acuity Scheduling

Scheduling & Booking

Gravity Forms

Forms & Surveys, WordPress

PandaDoc

Documents

thanks.io

Printing

RingCentral

Phone & SMS

Jotform

Forms & Surveys

Calendly

Scheduling & Booking

Avochato

Phone & SMS

Microsoft Outlook

Calendar, Email, Microsoft

Acuity Scheduling

Scheduling & Booking

RingCentral

Phone & SMS

Jotform

Forms & Surveys

Calendly

Scheduling & Booking

Avochato

Phone & SMS

Microsoft Outlook

Calendar, Email, Microsoft

Acuity Scheduling

Scheduling & Booking

Gravity Forms

Forms & Surveys, WordPress

PandaDoc

Documents

thanks.io

Printing

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new AgencyBloc individuals as Levitate contacts
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AgencyBloc + Levitate
Create new AgencyBloc individuals from Jotform submissions
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Jotform + AgencyBloc
Create or update Levitate contacts when new AgencyBloc individuals are updated
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AgencyBloc + Levitate
Create new AgencyBloc individuals when new Calendly invitees are added
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Calendly + AgencyBloc
Send handwritten cards from thanks.io for new activities in AgencyBloc
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AgencyBloc + Filter by Zapier + thanks.io
Add new AgencyBloc policies to Levitate
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AgencyBloc + Levitate

Add new AgencyBloc individuals as Levitate contacts

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AgencyBloc + Levitate

Create new AgencyBloc individuals from Jotform submissions

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Jotform + AgencyBloc

Create or update Levitate contacts when new AgencyBloc individuals are updated

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AgencyBloc + Levitate

Create new AgencyBloc individuals when new Calendly invitees are added

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Calendly + AgencyBloc

Send handwritten cards from thanks.io for new activities in AgencyBloc

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AgencyBloc + Filter by Zapier + thanks.io

Add new AgencyBloc policies to Levitate

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AgencyBloc + Levitate

Create or update Levitate policies from new or updated AgencyBloc policies

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AgencyBloc + Levitate

Create individuals and activities in AgencyBloc from new Great AEP appointments

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Great AEP + AgencyBloc

Add new leads from Facebook Lead Ads to AgencyBloc

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Facebook Lead Ads + AgencyBloc

Create individuals in AgencyBloc from new LinkedIn Ads responses

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LinkedIn Ads + AgencyBloc

Add new AgencyBloc individuals as ClickSend SMS contacts

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AgencyBloc + ClickSend SMS

Create activities in AgencyBloc when new Outbound RingCentral calls end

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RingCentral + AgencyBloc

Create or update Levitate policies from new or updated AgencyBloc policies
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AgencyBloc + Levitate
Create individuals and activities in AgencyBloc from new Great AEP appointments
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Great AEP + AgencyBloc
Add new leads from Facebook Lead Ads to AgencyBloc
Premium
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Facebook Lead Ads + AgencyBloc
Create individuals in AgencyBloc from new LinkedIn Ads responses
Premium
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LinkedIn Ads + AgencyBloc
Add new AgencyBloc individuals as ClickSend SMS contacts
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AgencyBloc + ClickSend SMS
Create activities in AgencyBloc when new Outbound RingCentral calls end
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RingCentral + AgencyBloc

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.

Activity Created
Triggers when an Activity is created in AgencyBloc.
Trigger
Instant
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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

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

AgencyBloc Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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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Related categories

Sales & CRM

AgencyBloc Integrations

Put AgencyBloc to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new AgencyBloc individuals as Levitate contacts

Create new AgencyBloc individuals from Jotform submissions

Create or update Levitate contacts when new AgencyBloc individuals are updated

Create new AgencyBloc individuals when new Calendly invitees are added