Connect AgencyBloc and Higher Logic Vanilla

Both apps 48AgencyBloc 17Higher Logic Vanilla 31

• 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
  Article Added

  Triggers when a new article is published in a knowledge base category (checked on a schedule).

• Trigger
  Comment Added

  Triggers when a new comment is posted in your community (checked on a schedule).

• Trigger
  Discussion Added

  Triggers when a new discussion is posted in your community (checked on a schedule).

• Trigger
  New Rank

  Triggers when a new rank is defined in your Vanilla community.

• Trigger
  User Added

  Triggers when a new member joins your community (checked on a schedule).

• Action
  Add article

  Creates a new knowledge base article in a knowledge category.

• Action
  Add category

  Creates a new category in your Vanilla community, optionally nested under a parent category.

• Action
  Add tag

  Creates a new tag in your Vanilla community that can then be applied to discussions.

• Action
  Add user

  Creates a new user account in your Vanilla community.

• Action
  Assign a Role to a User

  Adds a role to a community member, keeping the roles they already have.

• Action
  Award a Badge to a User

  Awards a badge to a community member.

• Action
  Ban user

  Bans a user from the community.

• Action
  Close a Discussion

  Closes a discussion so no new comments can be added.

• Action
  Comment on Discussion

  Posts a comment on a discussion in your Higher Logic Vanilla community.

• Action
  Create New Discussion

  Creates a new discussion in your Higher Logic Vanilla community.

• Action
  Create Report

  Reports a discussion or comment to the community's moderators.

• Action
  Delete article

  Deletes a knowledge base article by setting its status to deleted.

• Action
  Delete comment

  Deletes a comment from a discussion in your community.

• Action
  Delete discussion

  Deletes a discussion from the community.

• Action
  Delete user

  Deletes a user from the community, optionally keeping or wiping their posts.

• Action
  Find users by name

  Searches the community's users by full or partial username and returns the matching users.

• Action
  Get comment

  Returns a single comment by its ID, including its body, author, discussion and dates.

• Action
  Get discussion

  Returns one discussion by its ID, including its title, body, category, author, counts and custom post fields.

• Action
  Get user

  Returns a community user's profile, including roles, points, rank and custom profile fields.

• Action
  List categories

  Returns the community's categories as a flat list, optionally filtered by parent, followed status, archive status, featured flag or subcommunity.

• Action
  List discussions

  Returns discussions from your community, optionally filtered by category, author, tags, type, status and dates (up to 100 per run).

• Action
  List knowledge categories

  Returns the knowledge categories in your community.

• Action
  Update article

  Updates an existing knowledge base article's title or content.

• Action
  Update comment

  Updates an existing comment's text, format, or the discussion or record it belongs to.

• Action
  Update discussion

  Updates an existing discussion's title, body, category, tags, pin, close and sink state, or custom post fields. Fields left blank are not changed.

• Action
  Update user

  Updates an existing community user's name, email, password, roles, rank, flags and profile fields. Returns the updated user.

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