Connect AgencyBloc and Openlayer

Both apps 41AgencyBloc 17Openlayer 24

• 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 Project

  Triggers when a new project is created in your Openlayer workspace.

• Trigger
  New Test Result

  Triggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests.

• Action
  Create Data Source

  Creates a new data source in a project for streaming production data to Openlayer.

• Action
  Create Project

  Creates a new AI or ML project in your Openlayer workspace.

• Action
  Create Test

  Creates a data quality test in a project. Checks for duplicate rows, null values, or row counts.

• Action
  Delete Inference Pipeline

  Delete an inference pipeline by its ID.

• Action
  Delete Project

  Delete a project by its ID.

• Action
  Delete Test

  Delete a test by its ID.

• Action
  Evaluate Test

  Evaluates a test for a specific time range. Use after publishing records to get immediate results.

• Action
  Find Data Source

  Finds a data source (inference pipeline) by name in a project.

• Action
  Find Project

  Finds a project by name in your Openlayer workspace.

• Action
  Find Test Result

  Finds test results for a data source, including whether each test passed or failed. Filter by outcome or test type to branch an automation on the result.

• Action
  Get Inference Pipeline

  Retrieve the details around a specific inference pipeline.

• Action
  Get Project

  Retrieves one project by its id. Openlayer has no single-project endpoint, so this reads the workspace's first 100 projects and returns the one matching the id.

• Action
  Get Test

  Retrieve a test by ID.

• Action
  Get Test Result

  Retrieves one test result by its id. Openlayer has no single-result endpoint, so this reads the data source's 100 most recent results and returns the matching one.

• Action
  List Inference Pipelines

  List the authenticated user's inference pipelines under a project.

• Action
  List Projects

  Lists the projects in your Openlayer workspace, optionally narrowed to one kind of project. Returns up to 100 projects.

• Action
  List Test Results

  List all results for a test/goal under an inference pipeline.

• Action
  List Tests

  Lists the tests in a project, optionally narrowed by kind, archived state or monitoring mode. Returns up to 100 tests.

• Action
  Publish Record

  Publishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer.

• Action
  Update Inference Pipeline

  Update an inference pipeline.

• Action
  Update Project

  Update a project.

• Action
  Update Test

  Update a test (partial updates allowed).

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