Connect AgencyBloc and LightSpeed VT

Both apps 36AgencyBloc 17LightSpeed VT 19

• 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
  Access Info

  Triggers when a user signs in to LightSpeed VT.

• Trigger
  Location Created

  Triggers when a new location is added in LightSpeed VT.

• Trigger
  Location Updated

  Triggers when a location's name, status or vendor ID changes in LightSpeed VT.

• Trigger
  User Created

  Triggers when a new user is created in LightSpeed VT.

• Trigger
  User Updated

  Triggers when a user's details change in LightSpeed VT.

• Action
  Deduct Leaderboard Points

  Deducts points from a user's leaderboard tally.

• Action
  Find Email

  Finds the user who has a given email address.

• Action
  Find User

  Checks whether a username is still free to use before you create a user with it.

• Action
  Get Course

  Returns a course by course ID.

• Action
  Get Leaderboard Total Points

  Returns a user's leaderboard points total.

• Action
  Get Location

  Returns a location by location ID.

• Action
  Get User

  Returns a user by user ID.

• Action
  Get User Login URL

  Returns a single sign-on URL that signs a user straight into their LightSpeed VT training.

• Action
  List Courses

  Returns the courses available in your system.

• Action
  List Job Positions

  Returns the job positions in your system.

• Action
  List Locations

  Returns the locations in your LightSpeed VT system.

• Action
  List Teams

  Returns the teams, optionally in one location.

• Action
  List User Completed Courses

  Returns the courses a user has completed.

• Action
  Set User LeaderBoard Points by User ID

  Adds points to a user's leaderboard tally.

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