Connect AgencyBloc and ReadyCloud Suite

Both apps 34AgencyBloc 17ReadyCloud Suite 17

• 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 Contact

  Triggers when a new Contact is created.

• Trigger
  New Order

  Triggers when a new order is created in the selected ReadyCloud organization.

• Action
  Add order note

  Adds a note to an existing ReadyCloud order, optionally attributed to a named author.

• Action
  Add product

  Creates a product (SKU) in a ReadyCloud organization's product catalog.

• Action
  Add tag

  Adds a tag to a ReadyCloud order.

• Action
  Create Contact

  Creates a new contact in a ReadyCloud organization's directory, with optional addresses and custom fields.

• Action
  Create Member Event

  Creates a calendar event for a member of a ReadyCloud organization, with its title, times, location and alert.

• Action
  Create Order

  Creates a new order in a ReadyCloud organization, with its shipping and billing addresses, boxes, tags, notes and custom fields.

• Action
  Find boxes

  Returns every box packed for a ReadyCloud order, with dimensions, weight, shipping options, tracking number and custom fields.

• Action
  Find Contact

  Returns the contacts in a ReadyCloud organization's directory that match the email address and/or first and last name you supply.

• Action
  Find Order

  Returns the orders in a ReadyCloud organization that match a search phrase and/or filters such as order number, primary ID, PO number, customer email, tag, status or date range.

• Action
  Find products

  Returns the products in a ReadyCloud organization whose code, part number, EAN, ISBN or UPS matches the search text, or whose description contains it.

• Action
  Get contact

  Returns one contact from a ReadyCloud organization's directory, including its addresses, custom fields and optionally its notes.

• Action
  Get order

  Returns one ReadyCloud order with its billing and shipping details, addresses, boxes, tags, notes, relations and custom fields.

• Action
  Update contact

  Updates an existing contact in a ReadyCloud organization's directory. Only the details you fill in are changed.

• Action
  Update order

  Updates an existing order in a ReadyCloud organization, changing only the details you fill in, and returns the updated order.

• Action
  Update product

  Updates an existing product in a ReadyCloud organization's product catalog. Only the details you fill in are changed.

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