Connect AgencyBloc to Ringover

Both apps 33AgencyBloc 17Ringover 16

• 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 contact

  Creates a contact in your Ringover address book with a name, company and phone number.

• Action
  Add tag

  Creates a new team-wide call tag in Ringover, with a name and an optional color and description.

• Action
  Delete contact

  Permanently deletes a contact from Ringover.

• Action
  Get call

  Returns a terminated Ringover call by its ID, including every log entry it produced (transfers, IVR routing) with its user, contact, tags, recording, summary and transcription.

• Action
  Get call summary

  Returns the AI-generated Empower summary and recap for a call, including topics, follow-up actions, outcome and customer sentiment.

• Action
  Get contact

  Returns a Ringover contact with its names, company, emails and phone numbers.

• Action
  Get transcription

  Returns the transcription of a Ringover call, including each speaker's text, the call's user and contact, and the transcription status.

• Action
  Get user

  Returns a Ringover user's profile, including name, email, assigned phone numbers and licence plan.

• Action
  List calls

  Returns terminated calls for your team over a date range of up to 15 days, most recent first, optionally filtered by call type.

• Action
  List contacts

  Returns the contacts in your Ringover address book (yours and those shared with you), optionally filtered by a search keyword.

• Action
  List conversations

  Returns the SMS and chat conversations in your Ringover account, optionally filtered by conversation type.

• Action
  List messages

  Returns the messages in a Ringover SMS or chat conversation, up to 1000 of the most recent.

• Action
  List users

  Returns the users on your Ringover team, including their profile details, phone numbers and licence plan. An API key without monitoring enabled returns only its own user.

• Action
  Send SMS

  Sends an SMS from one of your Ringover numbers to a phone number, immediately or at a scheduled time. Returns the ids of the message and its conversation.

• Action
  Start callback

  Starts a callback: your Ringover user's device rings first, and once they answer, Ringover dials the recipient's number.

• Action
  Update contact

  Updates an existing Ringover contact's first name, last name, company and sharing status, and optionally replaces its phone numbers.

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