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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 CreatedTriggers when an Activity is created in AgencyBloc. Try ItTriggerInstant
- Group CreatedTriggers when a Group is created in AgencyBloc. Try ItTriggerInstant
- Mask SSN Data
- Mask Medicare Beneficiary ID Data
 Try ItTriggerInstant
- Policy CreatedTriggers when a Policy is created in AgencyBloc. Try ItTriggerInstant
- Activity UpdatedTriggers when an Activity is updated in AgencyBloc. Try ItTriggerInstant
- Group UpdatedTriggers when a Group is updated in AgencyBloc. Try ItTriggerInstant
- Mask SSN Data
- Mask Medicare Beneficiary ID Data
 Try ItTriggerInstant
- Policy UpdatedTriggers when a Policy is updated in AgencyBloc. Try ItTriggerInstant
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
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