Connect AgencyBloc and Device Magic

Both apps 34AgencyBloc 17Device Magic 17

• 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 Submission

  Triggers when a form receives a new submission in its Device Magic Database. The form's Device Magic Database destination must be active.

• Action
  Approve Device

  Approves a device that is waiting to join your organization. Approving an already-approved device has no effect.

• Action
  Create Group

  Creates a new group in your organization.

• Action
  Delete Form

  Deletes a form from your organization.

• Action
  Delete Group

  Deletes a group from your organization.

• Action
  Get Device

  Returns one device in your organization by its numeric ID or device identifier.

• Action
  Get Form

  Returns a form's definition: its title and questions.

• Action
  List Devices

  Returns the devices joined to your Device Magic organization, with owner, groups and approval status.

• Action
  List Dispatches

  Returns the dispatched forms still outstanding across all devices in your organization.

• Action
  List Forms

  Returns the forms in your organization with their namespace, version and group.

• Action
  List Groups

  Returns the groups in your organization with their form and device IDs, optionally filtered by name.

• Action
  List Resources

  Returns the resources (uploaded files such as images, spreadsheets and PDFs) in your organization.

• Action
  List Submissions

  Returns submissions stored in a form's Device Magic Database. The form's Device Magic Database destination must be active.

• Action
  Remove Device

  Removes a device from your organization.

• Action
  Revoke Dispatch

  Revokes a dispatched form from a device.

• Action
  Update Device

  Updates a device's owner, description or groups. Fields left blank are unchanged.

• Action
  Update Group

  Renames a group in your organization.

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