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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 "Create Asset" in Strev.

You’re connected!

Zapier seamlessly connects AgencyBloc and Strev, 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
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company ID
  Required
- Name
  Required
- Contract ID
- Category ID
- Serial Number
- Address
- State/Province
- City
- Country Numeric Code
- Location Description
- Asset Location Address
- Asset Supplier
- Asset Owner ID
- Business Unit ID
- Warranty Type
- Warranty Provider ID
- End of Life Date
- Warranty Start Date
- Warranty End Date
- Warranty Contact Phone
- Warranty Contact Email
- Warranty Notes
- Support Type
- Support Provider ID
- End of Support Date
- Support Start Date
- Support End Date
- Service Start Date
- Support Contact Phone
- Support Contact Email
- Support Notes
- Usage Status
- Asset Tag
- Asset Notes
- Original Cost
- Depreciation Schedule
- Estimated Salvage Value
- Financial Notes
- Manufacturer
- Parent Manufacturer Part Number
- Parent Serial Number
- Customer Part Number
- Manufacturer Part Number
- Hardware Model
- Sales Manager Name
- Sales Manager Email
- Additional Sales Email
- Contract Service Per Item
- Currency Name
- Currency Symbol
- New Hardware Selling Unit Price
- Manufacturer Currency Name
- Manufacturer Currency Symbol
- Manufacturer Warranty Unit Price
- Custom Field Template ID
- Custom Fields
- Custom Form Template ID
- Custom Form Fields
Action
Write
- Company ID
  Required
- Contract Type
  Required
- Name
  Required
- Number
  Required
- Parent Contract
- Customer ID
- Supplier ID
- Country Numeric Code
  Required
- Status
  Required
- Category ID
  Required
- Description
- Business Unit ID
- Contract Start Date
  Required
- Contract End Date
  Required
- Notice Period
- Service Start Date
- End of Term Clause
- End of Term Action
- Timeline Notes
- Total Contract Spend/Value
  Required
- MRC
- NRC
- Expenditure Type
- CapEx (actual)
- OpEx (actual)
- Payment Terms
- Financing
- Financial Notes
- First Offer Value
- Cost Avoidance Value
- Contract Risk Value
- Custom Field Template ID
- Custom Fields
Action
Write
- Company
  Required
- Hardware Model
  Required
Action
Write
- Company
  Required
- Contract Name
- Contract Number
Action
Write
- Company ID
  Required
- Contract ID
  Required
- Name
  Required
- Number
  Required
- Customer ID
- Supplier ID
- Country Numeric Code
- Status
- Category ID
- Description
- Business Unit ID
- Contract Start Date
- Contract End Date
- Notice Period
- Service Start Date
- End of Term Clause
- End of Term Action
- Timeline Notes
- Total Contract Spend/Value
- MRC
- NRC
- Expenditure Type
- CapEx (actual)
- OpEx (actual)
- Payment Terms
- Financing
- Financial Notes
- Custom Field Template ID
- Custom Fields
Action
Write
- Company ID
- Supplier ID
  Required
- Name
  Required
- Category ID
- Contact Person
- Contact Email
- Contact Type
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip/Postal
- Country Numeric Code
- Phone
- Mobile
- Fax
- Website
- General Description
- Type
- Business Name
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State/Province
- Business Zip/Postal Code
- Business Country Numeric Code
- EIN
- Financial Description
- NDA Signed
- NDA Signed Date
- MSA Signed
- MSA Signed Date
- Supplementary Description
- Additional Description
- Custom Field Template ID
- Custom Fields
Action
Write
- Company ID
  Required
- Usage Status
  Required
Action
Write
- Company
  Required
- Serial Number
  Required
Action
Search
- Company ID
  Required
- Category Name
  Required
Action
Search
- Hardware Model Name
  Required
- Company
  Required
Action
Search
- Company ID
  Required
- Usage Status
  Required
Action
Search
- Company
- Country name
  Required
Action
Search
- Company ID
  Required
- Serial Number
  Required
- Name
  Required
- Contract ID
- Category ID
- Address
- State/Province
- City
- Country Numeric Code
- Location Description
- Asset Location Address
- Asset Supplier
- Asset Owner ID
- Business Unit ID
- Warranty Type
- Warranty Provider ID
- End of Life Date
- Warranty Start Date
- Warranty End Date
- Warranty Contact Phone
- Warranty Contact Email
- Warranty Notes
- Support Type
- Support Provider ID
- End of Support Date
- Support Start Date
- Support End Date
- Service Start Date
- Support Contact Phone
- Support Contact Email
- Support Notes
- Usage Status
- Asset Tag
- Asset Notes
- Original Cost
- Depreciation Schedule
- Estimated Salvage Value
- Financial Notes
- Manufacturer
- Parent Manufacturer Part Number
- Parent Serial Number
- Customer Part Number
- Manufacturer Part Number
- Hardware Model
- Sales Manager Name
- Sales Manager Email
- Additional Sales Email
- Contract Service Per Item
- Currency Name
- Currency Symbol
- New Hardware Selling Unit Price
- Manufacturer Currency Name
- Manufacturer Currency Symbol
- Manufacturer Warranty Unit Price
- Custom Field Template ID
- Custom Fields
- Custom Form Template ID
- Custom Form Fields
Action
Search or write
- Company ID
  Required
- Category Name
  Required
- Company
  Required
- Category Name
  Required
- Sub category (optional)
Action
Search or write
- Hardware Model
  Required
- Company
  Required
Action
Search or write
- Company ID
  Required
- Usage Status
  Required
- Usage Status
  Required
Action
Search or write

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
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
- Category Name
  Required
- Sub category (optional)
Action
Write
- Company ID
  Required
- Name
  Required
- Category ID
- Contact Person
- Contact Email
- Contact Type
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip/Postal Code
- Country Numeric Code
- Phone
- Mobile
- Fax
- Website
- General Description
- NDA Signed
- NDA Signed Date
- MSA Signed
- MSA Signed Date
- Supplementary Description
- Additional Description
- Custom Field Template ID
- Custom Fields
Action
Write
- Company ID
  Required
- Name
  Required
- Category ID
- Contact Person
- Contact Email
- Contact Type
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip/Postal Code
- Country Numeric Code
- Phone
- Mobile
- Fax
- Website
- General Description
- Type
- Business Name
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State/Province
- Business Zip/Postal Code
- Business Country Numeric Code
- EIN
- Financial Description
- NDA Signed
- NDA Signed Date
- MSA Signed
- MSA Signed Date
- Supplementary Description
- Additional Description
- Custom Field Template ID
- Custom Fields
Action
Write
- Company ID
  Required
- Asset ID
  Required
- Name
  Required
- Contract ID
- Category ID
- Manufacturer
- Serial Number
- Address
- City
- Country Numeric Code
- Location Description
- Asset Owner ID
- Business Unit ID
- Warranty Type
- Warranty Provider ID
- End of Life Date
- Warranty Start Date
- Warranty End Date
- Warranty Contact Phone
- Warranty Contact Email
- Warranty Notes
- Support Type
- Support Provider ID
- Asset Supplier
- End of Support Date
- Support Start Date
- Support End Date
- Support Contact Phone
- Support Contact Email
- Support Notes
- Usage Status
- Asset Tag
- Asset Notes
- Original Cost
- Service Start Date
- Depreciation Schedule
- Estimated Salvage Value
- Financial Notes
- Customer Part Number
- Manufacturer Part Number
- Hardware Model
- Sales Manager Name
- Sales Manager Email
- Additional Sales Email
- Contract Service per Item
- Asset Location Address
- Currency Name
- Currency Symbol
- New Hardware Selling Unit Price
- Manufacturer Currency Name
- Manufacturer Currency Symbol
- Manufacturer Warranty Unit Price
- Custom Field Template ID
- Custom Form Template ID
- Custom Fields
- Custom Form Fields
Action
Write
- Company ID
- Customer ID
  Required
- Name
  Required
- Category ID
- Contact Person
- Contact Email
- Contact Type
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip/Postal
- Country Numeric Code
- Phone
- Mobile
- Fax
- Website
- General Description
- NDA Signed
- NDA Signed Date
- MSA Signed
- MSA Signed Date
- Supplementary Description
- Additional Description
- Custom Field Template ID
- Custom Fields
Action
Write
- Company ID
  Required
- File URL
  Required
- MultiFile
  Required
Action
Write
- Company
  Required
- Contract Name
  Required
Action
Search
- Company ID
  Required
- Asset Name
  Required
Action
Search
- Company ID
  Required
- Customer Name
  Required
Action
Search
- Company ID
  Required
- Supplier Name
  Required
Action
Search
- Company
  Required
- Serial Number
  Required
- Manufacturer Name (optional)
Action
Search
- Company ID
  Required
- Name
  Required
- Contract Type
  Required
- Number
  Required
- Parent Contract
- Customer ID
- Supplier ID
- Country Numeric Code
  Required
- Status
  Required
- Category ID
  Required
- Description
- Business Unit ID
- Contract Start Date
  Required
- Contract End Date
  Required
- Notice Period
- Service Start Date
- End of Term Clause
- End of Term Action
- Timeline Notes
- Total Contract Spend/Value
  Required
- MRC
- NRC
- Expenditure Type
- CapEx (actual)
- OpEx (actual)
- Payment Terms
- Financing
- Financial Notes
- First Offer Value
- Cost Avoidance Value
- Contract Risk Value
- Custom Field Template ID
- Custom Fields
Action
Search or write
- Company ID
  Required
- Asset Name
  Required
- Name
  Required
- Contract ID
- Category ID
- Serial Number
- Address
- State/Province
- City
- Country Numeric Code
- Location Description
- Asset Location Address
- Asset Supplier
- Asset Owner ID
- Business Unit ID
- Warranty Type
- Warranty Provider ID
- End of Life Date
- Warranty Start Date
- Warranty End Date
- Warranty Contact Phone
- Warranty Contact Email
- Warranty Notes
- Support Type
- Support Provider ID
- End of Support Date
- Support Start Date
- Support End Date
- Service Start Date
- Support Contact Phone
- Support Contact Email
- Support Notes
- Usage Status
- Asset Tag
- Asset Notes
- Original Cost
- Depreciation Schedule
- Estimated Salvage Value
- Financial Notes
- Manufacturer
- Parent Manufacturer Part Number
- Parent Serial Number
- Customer Part Number
- Manufacturer Part Number
- Hardware Model
- Sales Manager Name
- Sales Manager Email
- Additional Sales Email
- Contract Service Per Item
- Currency Name
- Currency Symbol
- New Hardware Selling Unit Price
- Manufacturer Currency Name
- Manufacturer Currency Symbol
- Manufacturer Warranty Unit Price
- Custom Field Template ID
- Custom Fields
- Custom Form Template ID
- Custom Form Fields
Action
Search or write
- Company ID
  Required
- Name
  Required
- Category ID
- Contact Person
- Contact Email
- Contact Type
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip/Postal Code
- Country Numeric Code
- Phone
- Mobile
- Fax
- Website
- General Description
- NDA Signed
- NDA Signed Date
- MSA Signed
- MSA Signed Date
- Supplementary Description
- Additional Description
- Custom Field Template ID
- Custom Fields
Action
Search or write
- Company ID
  Required
- Name
  Required
- Category ID
- Contact Person
- Contact Email
- Contact Type
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip/Postal Code
- Country Numeric Code
- Phone
- Mobile
- Fax
- Website
- General Description
- Type
- Business Name
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State/Province
- Business Zip/Postal Code
- Business Country Numeric Code
- EIN
- Financial Description
- NDA Signed
- NDA Signed Date
- MSA Signed
- MSA Signed Date
- Supplementary Description
- Additional Description
- Custom Field Template ID
- Custom Fields
Action
Search or write
- Company ID
  Required
- Serial Number
  Required
- Manufacturer
- Name
  Required
- Contract ID
- Category ID
- Address
- State/Province
- City
- Country Numeric Code
- Location Description
- Asset Location Address
- Asset Supplier
- Asset Owner ID
- Business Unit ID
- Warranty Type
- Warranty Provider ID
- End of Life Date
- Warranty Start Date
- Warranty End Date
- Warranty Contact Phone
- Warranty Contact Email
- Warranty Notes
- Support Type
- Support Provider ID
- End of Support Date
- Support Start Date
- Support End Date
- Service Start Date
- Support Contact Phone
- Support Contact Email
- Support Notes
- Usage Status
- Asset Tag
- Asset Notes
- Original Cost
- Depreciation Schedule
- Estimated Salvage Value
- Financial Notes
- Parent Manufacturer Part Number
- Parent Serial Number
- Customer Part Number
- Manufacturer Part Number
- Hardware Model
- Sales Manager Name
- Sales Manager Email
- Additional Sales Email
- Contract Service Per Item
- Currency Name
- Currency Symbol
- New Hardware Selling Unit Price
- Manufacturer Currency Name
- Manufacturer Currency Symbol
- Manufacturer Warranty Unit Price
- Custom Field Template ID
- Custom Fields
- Custom Form Template ID
- Custom Form Fields
Action
Search or write

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Connect AgencyBloc and Strev 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 Strev 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 Strev

Strev is an asset management software that helps track, monitor and optimize assets with ease, turning complexity into clarity and give a full control.

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