Connect AgencyBloc and Dotdigital

Both apps 32AgencyBloc 17Dotdigital 15

• 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
  Campaign Activity

  Triggers when a contact's activity (opens, clicks, replies, bounces, unsubscribes) on the selected email campaign changes.

• Trigger
  Campaign Opens

  Triggers when a contact opens the selected email campaign.

• Trigger
  Contact Created

  Triggers when a new contact is created in your Dotdigital account.

• Trigger
  Contact Suppressed

  Triggers when a contact is suppressed in your Dotdigital account (unsubscribed, bounced, complained or blocked), with the reason.

• Trigger
  Contact Unsubscribed

  Triggers when a contact unsubscribes from your Dotdigital account.

• Action
  Create a List

  Creates a new contact list (address book) in Dotdigital.

• Action
  Create Contact Data Field

  Creates a new contact data field in your Dotdigital account, such as a birthday or loyalty tier, for storing information about contacts.

• Action
  Create or Update Contact (Deprecated)

  Creates a contact, or updates the existing contact with the same email address, and adds it to the All contacts list. Uses Dotdigital's deprecated contact API; prefer Create or Update Contact for new automations.

• Action
  Enrol Contact in Program

  Enrols one or more contacts, or every contact in up to 10 lists, onto a Dotdigital automation program. Enrolment runs asynchronously; the returned enrolment ID tracks its progress.

• Action
  Refresh Segment

  Starts a refresh of a Dotdigital segment so its membership is recalculated, and returns the refresh status.

• Action
  Resubscribe Contact

  Resubscribes a previously unsubscribed contact to your account, sending them a re-subscription challenge email when Dotdigital requires one.

• Action
  Send Email Campaign

  Sends an email campaign to lists, segments or individual contacts, either immediately or at a scheduled date and time.

• Action
  Send SMS

  Sends a single SMS message to a mobile number, unless that number has opted out of SMS. Long messages over 160 characters are charged as multiple messages.

• Action
  Send Transactional Email

  Sends a transactional email, such as an order confirmation or password reset, with your own HTML or plain-text content. Not for marketing content.

• Action
  Unsubscribe Contact

  Unsubscribes a contact from the whole Dotdigital account by email address, and returns the suppressed contact with the date and reason.

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