Connect AgencyBloc and Stripe

Both apps 49AgencyBloc 17Stripe 32

• 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 Charge

  Triggers when a new charge is created.

• Trigger
  New Charge (instant)

  Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Event

  Triggers when a new Stripe event is created (covers all event types via the Events API).

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New paid and available charge

  Triggered when a new paid and available charge is created.

• Trigger
  New paid charge

  Triggered when a new paid charge is created.

• Trigger
  New plan

  Triggered when a new plan is created.

• Trigger
  New Product

  Triggers when a new product is created.

• Trigger
  New Refund

  Triggers when a new refund is created.

• Trigger
  New Subscription

  Triggers when a new subscription is created.

• Action
  Cancel Subscription

  Cancels a subscription by its ID.

• Action
  Create Charge

  Creates a charge. Amount is in the smallest currency unit (e.g. cents).

• Action
  Create charges (bulk charge creation)

  Creates a charge in Stripe.

• Action
  Create Customer

  Creates a new customer in Stripe.

• Action
  Create Payment Intent

  Creates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit.

• Action
  Create Price

  Creates a price for a product. unit_amount is in the smallest currency unit.

• Action
  Create Product

  Creates a product (a good or service) in Stripe.

• Action
  Create Refund

  Refunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund.

• Action
  Create refund by charge id (distinct from Create Refund)

  Creates a refund for a specific charge id.

• Action
  Create Subscription

  Creates a subscription for a customer to one or more prices.

• Action
  Delete Customer

  Permanently deletes a customer by ID.

• Action
  Find Customer by Email

  Searches for customers matching an email address.

• Action
  Get Charge

  Retrieves a charge by its ID.

• Action
  Get charge details (distinct from Get Charge)

  Retrieves a charge's details by its charge id.

• Action
  Get Customer

  Retrieves a customer by their Stripe ID.

• Action
  Get Invoice

  Retrieves an invoice by its ID.

• Action
  Get Refund

  Retrieves a refund by its ID.

• Action
  Get Subscription

  Retrieves a subscription by its ID.

• Action
  Get transaction details

  Retrieves a transaction's details by its transaction id.

• Action
  List balance transactions

  List balance transactions (txn_xxx) for the account, most recent first.

• Action
  Update Customer

  Updates an existing customer by ID.

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