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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 "Create Checklist Item in Card" in Trello.
You’re connected!
Zapier seamlessly connects AgencyBloc and Trello, 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Group Created
Triggers when a Group is created in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Mask SSN Data
- Mask Medicare Beneficiary ID Data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Policy Created
Triggers when a Policy is created in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Activities Description
- Associated With Description
- Associated With - Record TypeRequired
- Associated With - Record IDRequired
- SubjectRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Individuals Description
- First NameRequired
- Last NameRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Individual IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email AddressRequired
- First Name
- Middle Name
- Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Policy IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board ID
- List ID
- Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Board IDRequired
- Member IDRequired
- Membership TypeRequired
- Allow Billable Guest
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Label IDRequired
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Member ID(s)Required
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List IDRequired
- NameRequired
- Description
- Label ID
- Custom_labels
- Card Position
- Member ID(s)
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card ID
- Checklist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Card IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List ID
- Card ID
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Label IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Member IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Label NameRequired
- Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Board IDRequired
- List ID
- Card IDRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Group Updated
Triggers when a Group is updated in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Mask SSN Data
- Mask Medicare Beneficiary ID Data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Policy Updated
Triggers when a Policy is updated in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Groups Description
- Group NameRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Policies Description
- Policyholder TypeRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Date Of BirthRequired
- First Name
- MIddle Name
- Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phone NumberRequired
- First Name
- Middle Name
- Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - ActivityRequired
- Board ID
- List ID
- Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Label ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item NameRequired
- Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization ID
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- File Attachments
- URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- From List ID
- Card IDRequired
- To Board ID
- To List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- NameRequired
- Organization ID
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Label NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List ID
- Card IDRequired
- Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Card IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Checklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Checklist IDRequired
- Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- List IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
- Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Trello Query StringRequired
- Organization ID
- Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
- Member_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Organization IDRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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