Connect AgencyBloc to Sequenzy

Both apps 30AgencyBloc 17Sequenzy 13

• 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 subscriber to list

  Adds one or more subscribers to a Sequenzy list by email address, creating any subscriber that does not exist yet.

• Action
  Add tag

  Adds a tag to a subscriber, creating the subscriber and the tag if they don't exist yet. Adding a tag can start any sequence set to begin when that tag is added.

• Action
  Add Tag to Subscriber

  Adds a tag to a subscriber, creating the subscriber and the tag if they don't exist yet. Adding a tag can start any sequence set to begin when that tag is added.

• Action
  Create or Update Subscriber

  Creates a subscriber in Sequenzy, or updates the existing subscriber with the same email, external ID or phone. Returns the subscriber and whether it was created, updated or skipped.

• Action
  Delete Subscriber

  Permanently deletes a subscriber by email address. Sequenzy later erases the subscriber's recorded activity and attributes.

• Action
  Find Subscriber

  Returns the subscribers that match a search term: a whole email address finds that one contact, anything shorter searches email, external ID, name and tags. Results can be narrowed by status, tags, list, segment, custom attribute or opt-out date.

• Action
  Get subscriber

  Returns a subscriber by email address, including tags, custom attributes, notes, list memberships, sequence enrollments, email engagement stats and recent activity.

• Action
  List lists

  Returns every subscriber list in your Sequenzy account, with each list's name, description, privacy setting and subscriber counts.

• Action
  List subscribers

  Returns subscribers in your Sequenzy account, optionally filtered by status, search text, tags, list, segment, custom attribute or opt-out date.

• Action
  List tags

  Returns every tag defined in your Sequenzy account, with each tag's id, name, color and whether it is a system tag.

• Action
  Remove subscriber from list

  Removes one or more subscribers from a subscriber list by email address or subscriber ID. The subscribers themselves are kept; only their list membership is removed.

• Action
  Remove tag from subscriber

  Removes a tag from a Sequenzy subscriber, identified by email or external ID. Returns the subscriber and whether the tag was removed.

• Action
  Trigger Event for Subscriber

  Records an event for a subscriber in Sequenzy, creating the subscriber if needed, which can start event-triggered sequences and apply sync rules.

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