AgencyBloc + WPForms
Create individuals in AgencyBloc for new form entries in WPForms
Streamline your agency's administrative tasks with this seamless workflow. Whenever a new form entry is submitted through WPForms, this workflow will immediately create an individual profile in AgencyBloc. Benefit from more efficient processing and valuable time saved, allowing you to focus more on your agency's growth.
Streamline your agency's administrative tasks with this seamless workflow. Whenever a new form entry is submitted through WPForms, this workflow will immediately create an individual profile in AgencyBloc. Benefit from more efficient processing and valuable time saved, allowing you to focus more on your agency's growth.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Individual
Creates an Individual in AgencyBloc.
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FormRequired
Try ItActivity Created
Triggers when an Activity is created in AgencyBloc.
Try ItGroup Created
Triggers when a Group is created in AgencyBloc.
Try ItMask SSN Data
Mask Medicare Beneficiary ID Data
Try It
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Try ItGroup Updated
Triggers when a Group is updated in AgencyBloc.
Try ItMask SSN Data
Mask Medicare Beneficiary ID Data
Try It
