New Policy AB + New/Update MP

“Anytime a policy created is created in AgencyBloc, get individual by id in AgencyBloc, format my data in Formatter by Zapier, etc.”

created by Buffie Bain

This Zap uses the private app MailboxPowerCLIAPI@2.1.1.

This means the developers of this app haven’t completed our full quality assurance steps. Zapier has limited details on this app and as a result can’t offer support for it. If you have questions about this app, please contact the person who gave you access to this Zap.

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This Zap uses the following 3 apps

AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
MailboxPowerCLIAPI@2.1.1
This is a private app. Zapier has very limited details on this app and as a result can’t offer support for it. If you have questions about this app, please reach out to the person who gave you access to this Zap.

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