Connect AgencyBloc and CloudCart

Both apps 35AgencyBloc 17CloudCart 18

• 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 Customer

  Triggers when a new customer registers in your CloudCart store.

• Trigger
  New Order

  Triggers when a new order is placed in your CloudCart store.

• Trigger
  New Product

  Triggers when a new product is created in your CloudCart store.

• Trigger
  Order Updated

  Triggers when an order in your CloudCart store is updated, such as a status change or fulfillment.

• Trigger
  Product Updated

  Triggers when a product in your CloudCart store is modified.

• Action
  Create Category

  Creates a product category in your CloudCart store.

• Action
  Create Customer

  Creates a customer account in your CloudCart store.

• Action
  Create Product

  Creates a product in your CloudCart store.

• Action
  Create Subscriber

  Adds a newsletter subscriber to your CloudCart store.

• Action
  Create Vendor

  Creates a vendor (brand) in your CloudCart store, which you can then assign to products.

• Action
  Delete Customer

  Deletes a customer from your CloudCart store.

• Action
  Find Customer by Email

  Finds the customer with the given email address in your CloudCart store.

• Action
  Get Customer

  Returns one customer from your CloudCart store by ID.

• Action
  Get Order

  Returns one order from your CloudCart store by ID.

• Action
  Get Product

  Returns one product from your CloudCart store by ID.

• Action
  Update Customer

  Updates an existing customer's details; only the fields you fill in are changed.

• Action
  Update Order

  Updates an order's status, internal note, invoice number or shipping date.

• Action
  Update Product

  Updates a product's name, description or URL handle.

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