Connect AgencyBloc and Hiver

Both apps 30AgencyBloc 17Hiver 13

• 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 Inbound Conversation

  Triggers when a new conversation appears in a shared inbox.

• Action
  Create Note

  Adds an internal note to a conversation, optionally as a reply to another note.

• Action
  Create Shared Draft

  Creates a shared reply draft on a conversation that inbox members can review and send.

• Action
  Create Tag

  Creates a tag in a shared inbox, with an optional color and description.

• Action
  Find Inbox User by Email

  Finds a user in a shared inbox by exact email address.

• Action
  Find Tag by Name

  Finds tags in a shared inbox by name.

• Action
  Get Conversation

  Returns one conversation in a shared inbox, with its status, assignee, tags, permalinks and message IDs.

• Action
  Get Inbox

  Returns one shared inbox by its ID, including its name, email address and whether Hiver still has mailbox access.

• Action
  List Conversations

  Returns the conversations in a shared inbox, newest first, with status, assignee, tags and permalinks.

• Action
  List Inboxes

  Returns the shared inboxes in your Hiver account, with each inbox's ID, name and email address.

• Action
  List Inbox Tags

  Returns the tags defined in a shared inbox.

• Action
  List Inbox Users

  Returns the users who belong to a shared inbox, with their names, emails and phone numbers.

• Action
  Update Conversation

  Changes a conversation's status, assignee or tags in a shared inbox.

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