Connect AgencyBloc and Mayar

Both apps 39AgencyBloc 17Mayar 22

• 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 Customer

  Triggers when a new customer is added to your Mayar account.

• Trigger
  New Recurring Transaction (Subscription)

  Triggers when a new paid membership (subscription) transaction is completed in Mayar, including renewals.

• Trigger
  New Transaction (Non-Recurring)

  Triggers when a new paid transaction is completed in Mayar.

• Action
  Change Product Status

  Closes a Mayar product to new payments, or re-opens a closed one.

• Action
  Create Customer

  Creates a Mayar customer from a name, email and mobile number.

• Action
  Create Dynamic QR Code

  Creates a dynamic QRIS payment code for an amount and returns its image URL.

• Action
  Create Invoice

  Creates a Mayar invoice for a customer with one line item and returns the invoice id and payment link.

• Action
  Create Payment Link

  Creates a Mayar payment link product and returns its id and URL.

• Action
  Create Payment Request

  Creates a Mayar single payment request for an amount and returns its payment link.

• Action
  Find Customer by Email

  Finds a Mayar customer by email address.

• Action
  Get Account Balance

  Returns your Mayar account balance: total, active (withdrawable) and pending amounts.

• Action
  Get Invoice

  Returns a Mayar invoice with its amount, payment status and customer.

• Action
  Get Payment Request

  Returns a Mayar single payment request with its amount and status.

• Action
  Get Product

  Returns one Mayar product with its price, type, status and links.

• Action
  Get Transaction

  Returns one Mayar transaction with its amount, status, payment method and customer.

• Action
  List Customers

  Returns a page of Mayar customers.

• Action
  List Invoices

  Returns a page of Mayar invoices, optionally filtered by status or search text.

• Action
  List Products

  Returns a page of Mayar products, optionally filtered by search text or type.

• Action
  List Transactions

  Returns a page of paid Mayar transactions, optionally filtered by customer, product type or date range.

• Action
  Update Customer Email

  Changes a Mayar customer's email address.

• Action
  Update Invoice

  Updates an existing Mayar invoice's description, expiry or notes.

• Action
  Verify License

  Checks whether a SaaS subscription license code is active for a Mayar product.

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