Connect AgencyBloc and CS-Cart

Both apps 35AgencyBloc 17CS-Cart 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 account is created in the CS-Cart store.

• Trigger
  New Order

  Triggers when a new order is placed in the CS-Cart store.

• Action
  Add category

  Creates a new product category in your CS-Cart store.

• Action
  Add customer

  Creates a new customer account in your CS-Cart store.

• Action
  Add shipment

  Creates a shipment for products in an order, with optional carrier and tracking number.

• Action
  Create Order (For CS-Cart)

  Creates an order in a CS-Cart storefront, for an existing customer or a guest. New orders always start with the Open status.

• Action
  Create Product

  Creates a product in your CS-Cart store with its name, price, categories, stock and other product details.

• Action
  Delete product

  Deletes a product from your CS-Cart store.

• Action
  Find Category by Name

  Finds a category in your CS-Cart store by its name and returns its details.

• Action
  Get customer

  Returns a customer's details (email, name, status, company and profile data) by their user ID.

• Action
  Get order

  Returns the full details of a CS-Cart order, including its products, customer, billing and shipping addresses, totals and status.

• Action
  Get product

  Returns a single product from your CS-Cart store, including its price, stock, categories, images and features.

• Action
  Get Shipment

  Returns one shipment by its ID, including its order, carrier, tracking number and status.

• Action
  List categories

  Returns the categories in the CS-Cart store, up to 1000.

• Action
  List orders

  Returns a list of orders from the store, optionally filtered by status, customer, storefront or vendor, email, invoice, or last-modified date.

• Action
  Update customer

  Updates an existing customer's details, such as name, email, company and status.

• Action
  Update order

  Updates an existing order, such as its status, products, total or customer details, optionally emailing notifications.

• Action
  Update product

  Updates an existing product in your CS-Cart store, such as its name, price, stock, status, descriptions, images or features. Only the fields you fill in are changed.

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