Connect AgencyBloc to Flodesk

Both apps 32AgencyBloc 17Flodesk 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.

• Action
  Add custom field

  Creates a new subscriber custom field in your Flodesk account with the label you choose.

• Action
  Add Existing Subscriber to Segment

  Adds an existing Flodesk subscriber to one or more segments and returns the updated subscriber.

• Action
  Add Existing Subscriber to Workflow

  Adds an existing Flodesk subscriber to a workflow, identified by subscriber ID or email address.

• Action
  Add segment

  Creates a new segment in your Flodesk account and returns it.

• Action
  Create/Update Subscriber

  Creates a new Flodesk subscriber, or updates the existing one with the same email address or id, optionally adding them to segments.

• Action
  Find a Subscriber by Email Address

  Looks up a Flodesk subscriber by email address and returns their status, name, segments and custom field values.

• Action
  Get segment

  Returns a single Flodesk segment, including its name, color, type and number of active subscribers.

• Action
  List campaigns

  Returns the email campaigns in your Flodesk account, optionally filtered by status or a search term.

• Action
  List custom fields

  Returns every subscriber custom field defined in your Flodesk account, with each field's key and display label.

• Action
  List segments

  Returns all segments in your Flodesk account, with each segment's name, color, type and active subscriber count.

• Action
  List subscribers

  Returns subscribers in your Flodesk account, optionally filtered by status or segment.

• Action
  List workflows

  Returns the workflows in your Flodesk account, optionally filtered by status (active, paused or draft).

• Action
  Remove Existing Subscriber From Segment

  Removes an existing Flodesk subscriber from one or more segments and returns the updated subscriber.

• Action
  Remove Existing Subscriber From Workflow

  Removes an existing subscriber, identified by subscriber ID or email address, from a Flodesk workflow.

• Action
  Unsubscribe Subscriber

  Unsubscribes a subscriber from all of your Flodesk lists so they no longer receive marketing emails, and returns the updated subscriber.

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