Connect AgencyBloc and SeaTable

Both apps 29AgencyBloc 17SeaTable 12

• 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 Row

  Triggers when a row is added to or changed in a SeaTable table.

• Trigger
  New Row

  Triggers when a new row is added to a SeaTable table.

• Action
  Add column

  Adds a new column to a SeaTable table, optionally after a given column, and returns the created column.

• Action
  Add row link

  Links rows in one table to rows in another table through a link column in a SeaTable base.

• Action
  Add table

  Creates a new table, with the columns you specify, in a SeaTable base.

• Action
  Delete Row

  Deletes a row from a table in a SeaTable base.

• Action
  Find Many Rows (With Line Item Support)

  Finds every row (up to 1,000) in a SeaTable table whose column equals a value.

• Action
  Find Row

  Finds the first row in a SeaTable table whose column equals a value.

• Action
  Get base metadata

  Returns the structure of a SeaTable base: its tables, columns, views and settings (no row data).

• Action
  Get row

  Returns one row of a SeaTable table with all its column values, by row ID.

• Action
  Lock Row

  Locks a row in a SeaTable table so it cannot be edited.

• Action
  Unlock Row

  Unlocks a locked row in a SeaTable table so it can be edited again.

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