Connect AgencyBloc to Onfleet

Both apps 45AgencyBloc 17Onfleet 28

• 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 hub

  Create a new hub location.

• Action
  Add team

  Creates a new team in the Onfleet organization.

• Action
  Clone Task

  Clone an existing task by ID.

• Action
  Create Destination

  Create a destination (address).

• Action
  Create Recipient

  Create a recipient.

• Action
  Create Task

  Create a delivery/pickup task in Onfleet.

• Action
  Create Worker

  Create a worker (driver).

• Action
  Delete Task

  Delete a task by ID.

• Action
  Delete team

  Deletes a team from the Onfleet organization.

• Action
  Delete worker

  Deletes a worker from the Onfleet organization. Workers with an active task cannot be deleted until the task has been completed.

• Action
  Find Recipient by Name

  Find a recipient by name.

• Action
  Find Recipient by Phone

  Find a recipient by phone number.

• Action
  Get Destination

  Retrieve a destination by ID.

• Action
  Get Organization

  Retrieve details of your own Onfleet organization.

• Action
  Get Recipient

  Retrieve a recipient by ID.

• Action
  Get Task

  Retrieve a single task by its Onfleet ID.

• Action
  Get Task by Short ID

  Retrieve a single task by its shortId.

• Action
  Get Team

  Retrieve a single team by ID.

• Action
  Get Worker

  Retrieve a single worker by ID.

• Action
  List Hubs

  List all hubs in the organization.

• Action
  List Tasks

  List tasks in a time range. from is required (ms epoch); optional to and state filters.

• Action
  List Teams

  List all teams in the organization.

• Action
  List Workers

  List all workers (drivers) in the organization.

• Action
  Update hub

  Update an existing hub's name or address.

• Action
  Update Recipient

  Update a recipient by ID.

• Action
  Update Task

  Update an existing task by ID.

• Action
  Update team

  Update an existing team's name, workers or hub.

• Action
  Update worker

  Updates an existing Onfleet worker (driver): name, teams, display name, capacity, vehicle, routing address and metadata. A worker's phone number cannot be changed through the API.

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