Connect AgencyBloc and Resource Guru

Both apps 52AgencyBloc 17Resource Guru 35

• 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 or Updated Booking

  Triggers when a new booking is created and/or a booking is updated.

• Trigger
  New or Updated Client

  Triggers when a new client is created and/or a client is updated.

• Trigger
  New or Updated Project

  Triggers when a new project is created and/or when a project is updated.

• Trigger
  New or Updated Resource

  Triggers when a new resource is created and/or when a resource is updated.

• Trigger
  New or Updated Time Off Event

  Triggers when a time off event is created and/or a time off event is updated.

• Action
  Add task

  Creates a new task in a Resource Guru project phase. The task's dates may widen the phase's date range.

• Action
  Create Booking

  Creates a new booking for one or more resources in Resource Guru.

• Action
  Create Client

  Creates a new client in a Resource Guru account.

• Action
  Create Phase

  Creates a phase in a Resource Guru project.

• Action
  Create Project

  Creates a new project.

• Action
  Create Resource

  Creates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied.

• Action
  Create Time Off Event

  Creates a time off (downtime) event for one or more resources in Resource Guru.

• Action
  Delete booking

  Deletes a booking, or a single date or set of occurrences of a repeating booking.

• Action
  Delete client

  Deletes a client from a Resource Guru account.

• Action
  Delete project

  Deletes a project from a Resource Guru account.

• Action
  Delete resource

  Deletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted.

• Action
  Delete time off event

  Deletes a time off event (downtime) from a Resource Guru account.

• Action
  Get booking

  Get one booking by id.

• Action
  Get client

  Returns a specific client by its ID.

• Action
  Get Phase

  Returns a single phase by its id.

• Action
  Get project

  Returns a specific project by its id, including its client, team, activity types and custom field values.

• Action
  Get resource

  Returns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account.

• Action
  Get task

  Returns one Resource Guru task with its phase, dates and estimate.

• Action
  Get time off event

  Returns a single time off (downtime) event by its id.

• Action
  List bookings

  List bookings.

• Action
  List clients

  Lists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients.

• Action
  List projects

  Returns every active project in a Resource Guru account, optionally including archived and deleted projects.

• Action
  List resources

  Returns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account.

• Action
  List time off events

  Lists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range.

• Action
  List users

  Returns every user on the Resource Guru account, both active and deleted.

• Action
  Update Booking

  Updates an existing booking by ID.

• Action
  Update Client

  Updates an existing client in Resource Guru. Only the fields you fill in are changed.

• Action
  Update Project

  Update an existing project in Resource Guru. Only the fields you fill in are changed.

• Action
  Update Resource

  Updates an existing resource.

• Action
  Update Time Off Event

  Updates a time off event.

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