Connect AgencyBloc and Badger Maps

Both apps 30AgencyBloc 17Badger Maps 13

• 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
  Account Updated

  Triggers when an account in Badger Maps is created or its fields change.

• Trigger
  New Account

  Triggers when a new account appears in Badger Maps.

• Trigger
  New Route

  Triggers when a new route is created in Badger Maps.

• Action
  Create Route

  Creates a route with its appointments in Badger Maps.

• Action
  Delete Route

  Deletes a Badger Maps route.

• Action
  Find Account

  Finds accounts in Badger Maps by searching their fields for the given text.

• Action
  Get Company Definition

  Returns your company's object types (such as accounts or leads) and the fields each one has.

• Action
  Get Current User

  Returns the Badger Maps user who owns the API token.

• Action
  Get Import

  Returns the status and progress of a records import.

• Action
  Get Record

  Returns one Badger Maps record by its external ID.

• Action
  Get Route

  Returns one Badger Maps route with its appointments.

• Action
  List Import Errors

  Lists the record errors found by a records import.

• Action
  Update Route

  Updates a Badger Maps route's name, start time or owner.

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