Connect AgencyBloc to InfoLobby

Both apps 31AgencyBloc 17InfoLobby 14

• 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 File

  Uploads a file (base64 content) and appends it to a file field on an InfoLobby record. Existing attachments on the field are kept.

• Action
  Add Table

  Create a new table in a space.

• Action
  Add Task

  Creates a task attached to a record in an InfoLobby table.

• Action
  Create Comment

  Posts a comment on an InfoLobby record, optionally with file attachments and without notifying the record's followers.

• Action
  Create Record

  Creates a new record in an InfoLobby table.

• Action
  Delete a Record

  Deletes a record from an InfoLobby table.

• Action
  Delete File

  Removes one attachment from a file field on a record. Other attachments on the field and on other file fields are untouched.

• Action
  Filter Table Records

  Returns the records in an InfoLobby table that match the given filters, search term or saved view.

• Action
  Get Record

  Fetches a record by ID from an InfoLobby table. An error occurs if the record is not found.

• Action
  Get Table

  Returns a table's metadata and its field definitions (schema).

• Action
  List Spaces

  Lists every workspace (space) the connected API key has access to.

• Action
  List Tables

  Returns all tables in an InfoLobby workspace (space).

• Action
  Query Table Records

  Query and filter the records of an InfoLobby table, returning one page of up to 100 matching rows.

• Action
  Update a Record

  Updates an existing record in an InfoLobby table by ID. Only the fields you supply are changed.

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