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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 "Activity Created" from AgencyBloc.

Add your action

An action happens after the trigger—such as "Update Group" in Issuetrak.

You’re connected!

Zapier seamlessly connects AgencyBloc and Issuetrak, 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.

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
New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
- IID of Group To Update
  Required
- Should the Group only allow agents?
- Name
- Phone Number
- Email Address
- SMS Address
- Primary Organization
Action
Write
- User IID
- Groups to add to the user
  Required
Action
Write
- Group IID
- Organizations to add to the group
  Required
- Allow members of the group, with appropriate permissions, to edit Issues in the selected Organizations
  Required
- Allow members of the group to see (in lists) users in the selected Organizations
  Required
Action
Write
- Issue Type
  Required
Action
Write
- User IID
- Organizations to add to the user
  Required
- Allow the user, with appropriate permissions, to edit Issues in the selected Organizations
  Required
- Allow the user to see (in lists) users in the selected Organizations
  Required
Action
Write
- IID of the Organization to update
  Required
- Name
- Is Internal
- Site Title
- Contact Person
- Contact User
- Secondary Contact User
- Tertiary Contact User
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
Action
Write
- Can Login
- Should the User be an agent?
- User ID
- First Name
  Required
- Last Name
  Required
- Display Name
  Required
- Phone Number
- Email Address
- SMS Address
- Time Zone
  Required
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
  Required
- Redirect After Issue Submit
  Required
- Home Page
  Required
Action
Write
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- IID exactly matches one of
- Search Cause Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- Iid exactly matches one of
- Search Name By
  Required
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Match Is Active On
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Project Title By
  Required
- Search Project Code By
  Required
- Manager IID exactly matches one of
- Organization IID exactly matches one of
- Location IID exactly matches one of
- Match Is Open On
  Required
- Category IID exactly matches one of
- Substatus IID exactly matches one of
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- User IID matches one of
- Search User ID By
  Required
- Primary Organization Iid exactly matches one of
- Search Display Name By
  Required
- Match Is agent On
  Required
- Search First Name By
  Required
- Search Last Name By
  Required
- Search Phone Number By
  Required
- Search Email By
  Required
- Search SMS Address By
  Required
- Search Address Line One By
  Required
- Search Address Line Two By
  Required
- Search City By
  Required
- Search State By
  Required
- Search Zip/Postal Code By
  Required
- Search Country By
  Required
- Match Can Login On
  Required
- Match Active On
  Required
Action
Search

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
New Group
Triggers when a new group is created.
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Should this Group be Agent Only?
- Group ID
- Display Name
  Required
- Phone Number
- Email Address
- SMS Address
- Primary Organization
  Required
Action
Write
- User IID
- Groups to remove from the user
  Required
Action
Write
- Group IID
- Organizations to remove from the user
  Required
Action
Write
- Name
  Required
- Is Internal
  Required
- Site Title
- Contact Person
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
Action
Write
- User IID
- Organizations to remove from the user
  Required
Action
Write
- IID of User To Update
  Required
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
Action
Write
- IID of User To Update
  Required
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
Action
Write
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Match Is Internal On
  Required
- Search Site Title By
  Required
- Search Contact Person By
  Required
- Search Email By
  Required
- Search Phone By
  Required
- Search Address Line One By
  Required
- Search Address Line Two By
  Required
- Search City By
  Required
- Search State By
  Required
- Search Postal Code By
  Required
- Search Web Address By
  Required
- Search Email Domain By
  Required
- Search Reply To Email Name By
  Required
- Search Reply To Email Address By
  Required
- Search Note By
  Required
Action
Search
- Field to search on
  Required
Action
Search
- IID exactly matches one of
- Search Issue Class Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Match Is Open On
  Required
- Match Should Suppress Email Notifications On
  Required
- Match Is Global Issue On
  Required
- Match Is Child Issue On
  Required
- Match Is First Call Resolution On
  Required
- Severity
- Project
- Configuration Item
- Responsible Department
- Sub Type 1
- Sub Type 2
- Sub Type 3
- Sub Type 4
- Parent Issue
- Closed By
- Reopened By
- Last Activity By
- Issue Type
- Cause
- Class
- Location
- Organization
- Priority
- Substatus
- Assigned To
- Submitted By
- Entered By
- Next Action User
- Search Issue Subject By
  Required
- Search Description By
  Required
- Search Auto Assign Type By
  Required
- Search Submitted Date By
  Required
- Search Entered Date By
  Required
- Search Closed Date By
  Required
- Search Assigned Date By
  Required
- Search Reopened Date By
  Required
- Search Target Date By
  Required
- Search Required By Date By
  Required
- Search Next Action By Date By
  Required
- Search Last Activity Date By
  Required
- Search Escalate Date By
  Required
- Search First Response Time By
  Required
- Search by User Defined Fields?
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Search Message By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Search Description By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search

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Connect AgencyBloc and Issuetrak to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your AgencyBloc to Issuetrak integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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

About Issuetrak

Issuetrak is an operational management platform to help you solve problems, control chaos, and experience less stress.

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