Connect AgencyBloc and BlueSuite

Both apps 42AgencyBloc 17BlueSuite 25

• 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
  Invoice Paid

  Triggers when a BlueSuite invoice is moved to Paid.

• Trigger
  Invoice Sent

  Triggers when an invoice in your BlueSuite workspace is moved to Sent, returning the invoice.

• Trigger
  New Invoice

  Triggers when a new invoice is created in your BlueSuite workspace.

• Trigger
  New Job

  Triggers when a new job is created in BlueSuite.

• Trigger
  New or Updated Request

  Triggers when a request is created or updated in BlueSuite, depending on the event you choose.

• Trigger
  New Quote

  Triggers when a new quote is created in BlueSuite.

• Trigger
  Quote Accepted

  Triggers when a quote is accepted in BlueSuite.

• Action
  Add contact

  Creates a new contact (a person or company) in your BlueSuite workspace and returns the created contact.

• Action
  Add event

  Creates an appointment, task or calendar event in BlueSuite, optionally linked to a job or request and assigned to team members.

• Action
  Add invoice

  Creates a one-off invoice in BlueSuite, optionally linked to a contact, property, job or quote, with line items. Creating an invoice does not send it to the client.

• Action
  Add job

  Creates a new job in BlueSuite, optionally linked to a contact, property, request or quote, with line items, pricing and billing settings.

• Action
  Add payment

  Records a payment or deposit against an invoice or quote in BlueSuite.

• Action
  Add quote

  Creates a quote in BlueSuite for a contact, with line items and pricing. Creating a quote does not send it to the customer.

• Action
  Get contact

  Returns a single BlueSuite contact by its ID, including its details and custom field values.

• Action
  Get event

  Returns a single BlueSuite event, appointment, task or visit by its ID.

• Action
  Get invoice

  Returns a single BlueSuite invoice by its ID, including line items, payment and balance information.

• Action
  Get job

  Returns a single BlueSuite job by its ID, with all of its details including line items, status and custom fields.

• Action
  Get quote

  Returns a single BlueSuite quote by its ID, including its line items, pricing, status and custom fields.

• Action
  List contacts

  Returns the contacts (people and companies) in your BlueSuite workspace, optionally filtered by search text, contact type, owner or tags.

• Action
  List invoices

  Returns the invoices in your BlueSuite workspace, optionally filtered by search text, contact, job, tags or excluded statuses.

• Action
  List jobs

  Returns the jobs in your BlueSuite workspace, optionally filtered by contact, quote, status, tags or search text.

• Action
  List quotes

  Returns quotes in your BlueSuite workspace, optionally filtered by contact, status, tags or search text.

• Action
  Send test event

  Sends a sample event to one of your BlueSuite webhook subscriptions so you can check the receiving end. The sample carries test data, not a real record.

• Action
  Update contact

  Updates an existing BlueSuite contact's name, contact details, company, type, owner and custom fields. Fields left blank are not changed.

• Action
  Update job

  Updates an existing BlueSuite job: its client, pricing, line items, billing settings, or status (complete, cancel, or reopen). Fields left blank are not changed.

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