Connect AgencyBloc and Axonaut

Both apps 57AgencyBloc 17Axonaut 40

• 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
  New Axonaut User

  Triggers when a new user is added to the Axonaut account.

• Trigger
  New Closed Ticket

  Triggers when a support ticket is closed in Axonaut, optionally only for one company.

• Trigger
  New Company

  Triggers when a new company is created in Axonaut, optionally limited to customers, prospects or suppliers, or to a city or name.

• Trigger
  New Contract

  Triggers when a new order (contract) is created in Axonaut.

• Trigger
  New Employee

  Triggered when a new employee (a contact at a company) is created in Axonaut.

• Trigger
  New Expense

  Triggered when a new expense is created in Axonaut.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Axonaut.

• Trigger
  New Opportunity

  Triggered when a new opportunity is created in Axonaut.

• Trigger
  New Product

  Triggered when a new product is created in Axonaut.

• Trigger
  New Project

  Triggers when a new project is created in Axonaut.

• Trigger
  New Quotation

  Triggered when a new quotation is created.

• Trigger
  New Task

  Triggers when a new task is created in Axonaut.

• Trigger
  New Ticket

  Triggered when a new ticket is created.

• Action
  Add project

  Creates a project in Axonaut, optionally linked to a customer company, parent project and team members.

• Action
  Add ticket comment

  Adds a plain-text comment to an existing support ticket and returns the updated ticket.

• Action
  Create Employee

  Creates an employee (contact person) on a company in Axonaut.

• Action
  Create Event

  Creates an event (meeting, email, phone call, mail, text message or note) in Axonaut, optionally linked to a company, contact and opportunity.

• Action
  Create Expense

  Creates an expense in Axonaut, optionally linked to a supplier, project or workforce.

• Action
  Create Invoice

  Creates an invoice in Axonaut for a company, with its product lines, dates, discounts, deposit and payment options.

• Action
  Create Opportunity

  Creates a sales opportunity for a company in Axonaut, optionally placing it in a pipeline step and linking contacts.

• Action
  Create Product

  Creates a product or service in your Axonaut catalog, with its price, tax rate, stock and other details.

• Action
  Create Quotation

  Creates a quotation (quote) for a customer company in Axonaut, with its product lines, discount and terms.

• Action
  Create Supplier

  Creates a new supplier in Axonaut with its address, VAT and SIRET numbers, categories and custom fields.

• Action
  Create Ticket

  Creates a support ticket in Axonaut, optionally linked to a company, contacts, a project and an assigned team member.

• Action
  Delete company

  Deletes a company from your Axonaut account.

• Action
  Find Company

  Finds companies in Axonaut whose name contains the text you give, optionally narrowed by internal id, type, SIRET, city or zip code.

• Action
  Find Contract

  Finds Axonaut orders (contracts) by their id, optionally narrowed by last-update date, and returns the matching orders.

• Action
  Find Expense

  Finds Axonaut expenses whose title or number contains the text you enter, optionally narrowed by date and payment status.

• Action
  Find Product

  Finds products in Axonaut by name, product code or internal reference.

• Action
  Find Quotation

  Finds quotations in Axonaut whose number matches the one you supply, optionally narrowed by status, company and date.

• Action
  Find Supplier

  Returns the suppliers whose name contains the text you specify, searching the first five pages of your Axonaut suppliers.

• Action
  Get company

  Returns a single company by its id, including its address, employees, categories and custom fields.

• Action
  List companies

  Returns the companies (customers, prospects and suppliers) in your Axonaut account, optionally filtered by name, type, city and other criteria.

• Action
  List quotations

  Returns the quotations in your Axonaut account, optionally filtered by status, company and date.

• Action
  Search Company

  Returns the companies whose name contains the search text, optionally narrowed by type, location, SIRET, internal id, status or custom field values.

• Action
  Search Employee

  Returns the employees (company contacts) matching an email, first name, last name, phone number or custom field value.

• Action
  Update company

  Updates an existing company in Axonaut. Only the fields you fill in are changed.

• Action
  Update employee

  Updates an existing employee (company contact) in Axonaut. Only the fields you fill in are changed.

• Action
  Update opportunity

  Updates an existing opportunity's name, amount, probability, pipeline step, due date, owner or custom fields.

• Action
  Update ticket

  Updates an existing support ticket in Axonaut — its title, priority, company, project, assignee, tags or closed state.

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