Connect AgencyBloc and ProAbono

Both apps 31AgencyBloc 17ProAbono 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.

• Trigger
  Event(s) Related to a Customer

  Triggers when a customer is created or updated in ProAbono (name, email, status, language or other customer details change).

• Action
  Anonymize a Customer

  Anonymizes a customer in ProAbono, clearing their personal details such as name and email. Returns the anonymized customer.

• Action
  Bill a Customer

  Invoices a customer's current balance right away instead of waiting for the next billing cycle, optionally adding a note to the invoice.

• Action
  Create a Line in the Customer Balance

  Adds a one-time debit or credit line to a customer's balance in ProAbono. The line is invoiced with the customer's next billing.

• Action
  Create or Update a Customer

  Creates a customer in ProAbono, or updates the existing customer that has the same customer reference. Returns the customer record with its customer-portal links.

• Action
  Get invoice

  Returns a single ProAbono invoice by its ID, including its number, state, amounts, customer and links to view or pay it.

• Action
  List customers

  Returns the customers in your ProAbono account, optionally only those in one segment or those with an active subscription that includes a given feature.

• Action
  Retrieve a Customer

  Returns a customer by your own customer reference, including their status, segment, metadata and customer portal links.

• Action
  Retrieve Billing Address of a Customer

  Returns the billing address of a customer, looked up by your own customer reference.

• Action
  Retrieve Full Invoice (PDF)

  Returns a full invoice by its ID, including its amounts, status and a link to download the invoice PDF.

• Action
  Retrieve Payment Settings of a Customer

  Returns a customer's payment settings: payment type, billing mode, grey-list status, invoice note and next billing date.

• Action
  Suspend a Customer

  Suspends a customer so they can no longer access the customer portal, download invoices, use their payment method or receive emails. Returns the updated customer.

• Action
  Update Billing Address of a Customer

  Sets or updates the billing address of a ProAbono customer, and returns the saved address.

• Action
  Update Payment Settings of a Customer

  Updates a customer's payment settings in ProAbono, such as a manual payment method, billing mode, next billing date or the note shown on their invoices, and returns the saved settings.

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