Connect AgencyBloc and ConvertFlow

Both apps 30AgencyBloc 17ConvertFlow 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
  Contact Created or Updated

  Triggers when a ConvertFlow contact is created or updated.

• Trigger
  New Campaign

  Triggers when a new campaign is created in ConvertFlow.

• Action
  Archive Campaign

  Archives a ConvertFlow campaign so visitors no longer see it.

• Action
  Create or Update Contact

  Creates a contact in ConvertFlow, or updates the existing contact with the same email.

• Action
  Delete Contact

  Permanently deletes a ConvertFlow contact by email address, for data compliance requests.

• Action
  Find Contact

  Finds ConvertFlow contacts by email address or contact ID.

• Action
  Get Campaign

  Returns one ConvertFlow campaign by ID, with its format, live state and page settings.

• Action
  Get Campaign Performance

  Returns performance metrics for one ConvertFlow campaign and its variants over a chosen timeframe.

• Action
  List Campaigns

  Returns the website's ConvertFlow campaigns, optionally filtered by status, one page at a time.

• Action
  List Segments

  Returns the website's ConvertFlow audience segments and their conditions, optionally filtered by name.

• Action
  List Websites

  Returns the websites your ConvertFlow API token can access, with their IDs and account names.

• Action
  Publish Campaign

  Publishes a ConvertFlow campaign's latest changes so visitors see them.

• Action
  Update Campaign

  Updates a ConvertFlow campaign's name, format, page path and SEO settings. Only the fields you fill in change.

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