Connect AgencyBloc and Booqable

Both apps 40AgencyBloc 17Booqable 23

• 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
  Completed Payment

  Triggers when a payment is completed.

• Trigger
  Finalize Invoice

  Triggers when an invoice is finalized.

• Trigger
  New Customer

  Triggers when a new customer is added.

• Trigger
  New Product

  Fires when a new product is created in the catalog.

• Trigger
  Reserved Order

  Triggers when an order is reserved.

• Trigger
  Started Order

  Triggers when an order is started.

• Trigger
  Stopped Order

  Triggers when an order is stopped.

• Trigger
  Updated Order

  Triggers when an order is updated.

• Action
  Create Coupon

  Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items.

• Action
  Create Customer

  Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields.

• Action
  Create Order

  Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields.

• Action
  Find Customer - By ID

  Returns one Booqable customer by its id, including the account's own customer custom fields.

• Action
  Find Customer - By Name or Email

  Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both.

• Action
  Find Order - By ID

  Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields.

• Action
  Find Product - By ID

  Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields.

• Action
  List Customers

  Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values.

• Action
  List Documents

  Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer.

• Action
  List Locations

  Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled.

• Action
  List Orders

  Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer.

• Action
  List Payments

  Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer.

• Action
  List Products

  Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group.

• Action
  List Stock Items

  Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location.

• Action
  Update Customer

  Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields.

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