Connect AgencyBloc and Force Manager

Both apps 44AgencyBloc 17Force Manager 27

• 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 account

  Fires on new account.

• Trigger
  New contact

  Fires on new contact.

• Trigger
  New opportunity

  Fires on new opportunity.

• Action
  Add account

  Create an account.

• Action
  Add activity

  Create an activity.

• Action
  Add call

  Log a call.

• Action
  Add contact

  Create a contact.

• Action
  Add opportunity

  Create an opportunity.

• Action
  Add product

  Create a product.

• Action
  Add sales order

  Create an order header.

• Action
  Delete account

  Delete an account.

• Action
  Delete contact

  Delete a contact.

• Action
  Delete opportunity

  Delete an opportunity.

• Action
  Get account

  Get account by ID.

• Action
  Get call

  Returns one call record by id.

• Action
  Get contact

  Get contact by ID.

• Action
  Get opportunity

  Get opportunity by ID.

• Action
  List accounts

  List accounts, paginated.

• Action
  List activities

  List activities.

• Action
  List contacts

  List contacts, paginated.

• Action
  List opportunities

  List opportunities.

• Action
  List products

  List products.

• Action
  List sales orders

  List order headers.

• Action
  Update account

  Partial update of an account.

• Action
  Update activity

  Update an activity.

• Action
  Update contact

  Update a contact.

• Action
  Update opportunity

  Update an opportunity.

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