Connect AgencyBloc and Supernotes

Both apps 33AgencyBloc 17Supernotes 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.

• Trigger
  New card

  Fires when a card is created in Supernotes. Supernotes also delivers edit events to the same webhook; those are ignored here.

• Action
  Add card

  Create a new card (note).

• Action
  Add collection

  Create a new collection.

• Action
  Add comment

  Post a new comment on a card.

• Action
  Delete card

  Delete a card for everyone.

• Action
  Delete collection

  Deletes the specified Supernotes collection.

• Action
  Delete comment

  Delete a comment by id.

• Action
  Find cards

  Returns the cards whose name or content match the specified search text, optionally narrowed by parent, dates, statuses and filters.

• Action
  Get card

  Get a single Supernotes card by its id, including its content, your membership details, backlinks and parents.

• Action
  Get collection

  Retrieve a single collection by id.

• Action
  List collections

  Lists all collections owned by the connected Supernotes user.

• Action
  List comments

  Get all comments for the specified card.

• Action
  List tags

  Lists every tag known to the connected Supernotes user.

• Action
  Update card

  Update fields (name, markdown, members etc) on one or more cards.

• Action
  Update collection

  Update an existing Supernotes collection's definition, view settings or position.

• Action
  Update comment

  Update the text of an existing comment on a Supernotes card.

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