Integration
Connect AgencyBloc and Call Loop 2.0
When Group Created fires in AgencyBloc, your agent runs Add Contact to List in Call Loop 2.0, or Contact Added to List in Call Loop 2.0 to Get Individual by Email and Name in AgencyBloc. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want AgencyBloc and Call Loop 2.0 to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What AgencyBloc and Call Loop 2.0 can do together
From AgencyBloc to Call Loop 2.0
When Group Created in AgencyBloc
then Add Contact to List in Call Loop 2.0
From Call Loop 2.0 to AgencyBloc
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with AgencyBloc and Call Loop 2.0
Triggers and actions 9 triggers · 27 actions
- Group Created
Triggers when a new group is added to your AgencyBloc account.
- Group Updated
Triggers when a group in your AgencyBloc account is added or changed.
- Individual Created
Triggers when a new individual is added to your AgencyBloc account.
- Individual Updated
Triggers when an individual in your AgencyBloc account is added or changed.
- Policy Created
Triggers when a new policy is added to your AgencyBloc account.
- Policy Updated
Triggers when a policy in your AgencyBloc account is added or changed.
- Create Activity
Logs a new activity (call, email, task) on an individual, group, agent or carrier in AgencyBloc and returns its activity ID.
- Create Group
Creates a new group (employer or business client) in your AgencyBloc account and returns its group ID.
- Create Individual
Creates a new individual (client) in your AgencyBloc account and returns its individual ID.
- Create Policy
Creates a new insurance policy for an individual or group in your AgencyBloc account and returns its policy ID.
- Get Activity by ID
Returns one AgencyBloc activity by ID, with its subject, notes, status, type and follow-up details.
- Get Group by ID
Returns the full detail of one AgencyBloc group by ID, including contact info, addresses and custom fields.
- Get Individual by Date of Birth and Name
Finds an AgencyBloc individual matching a first name, last name and date of birth.
- Get Individual by Email and Name
Finds an AgencyBloc individual matching a first name, last name and email address.
- Get Individual by ID
Returns the full detail of one AgencyBloc individual by ID, including contact info, addresses, policies and custom fields.
- Get Individual by Phone Number and Name
Finds an AgencyBloc individual matching a first name, last name and any of their phone numbers.
- Get Policy by ID
Returns the full detail of one AgencyBloc policy by ID, including holder, carrier, agent, dates and premium.
- Contact Added to List
Triggers when a contact is added to the selected Call Loop list.
- Contact Created or Updated
Triggers when a contact is created or updated in Call Loop.
- Contact Unsubscribed
Triggers when a contact unsubscribes from SMS messages, either as a hard or a soft unsubscribe.
- Add Contact to List
Adds one or more contacts to one or more Call Loop lists and returns Call Loop's confirmation message.
- Add list
Creates a new contact list in Call Loop and returns the created list.
- Create (Update) Contact
Creates a contact, or updates the existing contact with the same phone number, and returns the saved contact.
- Delete contact
Permanently deletes one or more contacts by ID and returns a confirmation with the number deleted.
- Find contacts by search term
Returns the Call Loop contacts that match a search term, optionally narrowed by status and subscription state.
- Get contact
Returns one Call Loop contact by its ID, including its status, subscription state, lists, custom field values and messaging activity. An error occurs if the contact is not found.
- Get message
Returns a message's current delivery status and details, looked up by its ID or state UUID. An error occurs if the message is not found.
- List contacts
Returns the contacts in your Call Loop organization, optionally filtered by status, search text or subscription state. Deleted contacts are not included.
- List lists
Returns the contact lists in your Call Loop organization, with each list's name, creation date, web forms, keywords and contact counts.
- Remove Contact From List
Removes one or more contacts from the chosen Call Loop lists, either by contact ID or by an audience filter. Returns Call Loop's confirmation message.
- Send Ringless Voicemail
Queues a ringless voicemail drop to a phone number using an audio file already in your Call Loop account. Returns the queued message and its delivery state.
- Send SMS / MMS Message
Queues one SMS or MMS message to a phone number from a number on your Call Loop account, and returns the queued message with its status.
- Send Voice Broadcast
Queues one outbound voice call to a phone number, playing an uploaded audio file on live answer, as a voicemail, or both. Returns the queued message and its status.
- Update contact
Updates an existing Call Loop contact by ID, changing only the fields you fill in, and returns the saved contact.
- Update list
Renames an existing contact list and returns the updated list.
- Update Opt-In Status
Sets whether one contact is subscribed to text messages and to calls and ringless voicemail. No message is sent.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from AgencyBloc
AgencyBloc to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
AgencyBloc to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
AgencyBloc to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
AgencyBloc to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
AgencyBloc to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
AgencyBloc to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Call Loop 2.0
ActiveCampaign to Call Loop 2.0ActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to Call Loop 2.0Organize anything with Airtable, a modern database created for everyone.
Asana to Call Loop 2.0Asana is a collaborative information manager for workspace.
Brevo to Call Loop 2.0Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to Call Loop 2.0Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
2Chat to Call Loop 2.02Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Questions
AgencyBloc and Call Loop 2.0, answered
What can start an automation from AgencyBloc?
Any of AgencyBloc's 6 triggers in the catalog, including Group Created, Group Updated, Individual Created and Individual Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Call Loop 2.0 when something happens in AgencyBloc?
Any of Call Loop 2.0's 16 actions, including Create (Update) Contact, Send Ringless Voicemail, Send SMS / MMS Message and Send Voice Broadcast. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Call Loop 2.0 to AgencyBloc?
Yes. When something happens in Call Loop 2.0, your agent can act in AgencyBloc too. This page covers both directions: Call Loop 2.0's triggers and AgencyBloc's actions are listed here as well.
Do I have to build a connector for AgencyBloc or Call Loop 2.0?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use AgencyBloc and Call Loop 2.0 without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.