Connect AgencyBloc and Airparser

Both apps 27AgencyBloc 17Airparser 10

• Trigger
  Group Created

  Triggers when a new group is added to your AgencyBloc account.

• Trigger
  Group Updated

  Triggers when a group in your AgencyBloc account is added or changed.

• Trigger
  Individual Created

  Triggers when a new individual is added to your AgencyBloc account.

• Trigger
  Individual Updated

  Triggers when an individual in your AgencyBloc account is added or changed.

• Trigger
  Policy Created

  Triggers when a new policy is added to your AgencyBloc account.

• Trigger
  Policy Updated

  Triggers when a policy in your AgencyBloc account is added or changed.

• Action
  Create Activity

  Logs a new activity (call, email, task) on an individual, group, agent or carrier in AgencyBloc and returns its activity ID.

• Action
  Create Group

  Creates a new group (employer or business client) in your AgencyBloc account and returns its group ID.

• Action
  Create Individual

  Creates a new individual (client) in your AgencyBloc account and returns its individual ID.

• Action
  Create Policy

  Creates a new insurance policy for an individual or group in your AgencyBloc account and returns its policy ID.

• Action
  Get Activity by ID

  Returns one AgencyBloc activity by ID, with its subject, notes, status, type and follow-up details.

• Action
  Get Group by ID

  Returns the full detail of one AgencyBloc group by ID, including contact info, addresses and custom fields.

• Action
  Get Individual by Date of Birth and Name

  Finds an AgencyBloc individual matching a first name, last name and date of birth.

• Action
  Get Individual by Email and Name

  Finds an AgencyBloc individual matching a first name, last name and email address.

• Action
  Get Individual by ID

  Returns the full detail of one AgencyBloc individual by ID, including contact info, addresses, policies and custom fields.

• Action
  Get Individual by Phone Number and Name

  Finds an AgencyBloc individual matching a first name, last name and any of their phone numbers.

• Action
  Get Policy by ID

  Returns the full detail of one AgencyBloc policy by ID, including holder, carrier, agent, dates and premium.

• Trigger
  Document Parsed

  Triggers when Airparser finishes parsing a document in the chosen inbox, giving you the extracted data.

• Action
  Create an Inbox

  Creates a new Airparser inbox that documents can be sent to for parsing.

• Action
  Create or Update Extraction Schema

  Sets which fields Airparser should pull out of documents sent to an inbox, replacing whatever schema was there before.

• Action
  Delete an Inbox

  Deletes an Airparser inbox and the documents stored in it.

• Action
  Extract Data From a Document

  Sends a document to an Airparser inbox, waits for it to be parsed, and returns the extracted data.

• Action
  Extract Data From a Document (Async)

  Sends a document to an Airparser inbox and returns straight away without waiting for parsing. Use the Document Parsed trigger or Get Document to pick up the result.

• Action
  Get a Document

  Returns a parsed Airparser document, including the data extracted from it.

• Action
  Get an Inbox

  Returns one Airparser inbox with its settings, its email address prefix and its current extraction schema.

• Action
  List Documents

  Lists the documents in an Airparser inbox, with the data extracted from each one.

• Action
  List Inboxes

  Lists all the Airparser inboxes in the connected account.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.